IWP
WES

Icon Wealth Partners’s Western Gas Partners Lp WES Stock Holding History

Icon Wealth Partners’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-14,891
Closed -$629K – 917
2018
Q4 		$629K Buy
14,891
+598
+4% +$26.6K 0.3% 54
2018
Q3 		$624K Buy
14,293
+913
+7% +$45.3K 0.26% 64
2018
Q2 		$647K Sell
13,380
-736
-5% -$35.8K 0.27% 60
2018
Q1 		$602K Buy
14,116
+583
+4% +$28.4K 0.32% 69
2017
Q4 		$651K Buy
+13,533
New +$644K 0.32% 69

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Icon Wealth Partners's WES Position: Q1 2019 in Review

Icon Wealth Partners sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 14,891 shares — an estimated $629K sold.

Icon Wealth Partners first reported a position in WES in Q4 2017 and held it in 5 quarters. The position peaked at $651K in Q4 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Icon Wealth Partners reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 14,891 Western Gas Partners Lp shares in Q1 2019, an estimated $629K.
  • Icon Wealth Partners first reported a position in Western Gas Partners Lp in Q4 2017 and held it in 5 quarters.
  • Icon Wealth Partners's Western Gas Partners Lp position peaked at $651K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Icon Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.