IA
WES

IFP Advisors’s Western Gas Partners Lp WES Stock Holding History

IFP Advisors’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
-2,308
Closed -$98K – 4025
2018
Q4 		$98K Sell
2,308
-1,211
-34% -$53.9K 0.01% 1213
2018
Q3 		$154K Buy
3,519
+100
+3% +$4.96K 0.01% 1229
2018
Q2 		$165K Hold
3,419
– – 0.01% 1181
2018
Q1 		$164K Hold
3,419
– – 0.01% 1084
2017
Q4 		$164K Sell
3,419
-425
-11% -$20.2K 0.01% 1091
2017
Q3 		$197K Hold
3,844
– – 0.01% 1158
2017
Q2 		$215K Hold
3,844
– – 0.01% 1098
2017
Q1 		$232K Hold
3,844
– – 0.01% 1040
2016
Q4 		$226K Buy
3,844
+1,482
+63% +$83.5K 0.01% 990
2016
Q3 		$130K Sell
2,362
-80
-3% -$4.01K 0.01% 1221
2016
Q2 		$123K Buy
+2,442
New +$118K 0.01% 1225
2016
Q1 		– Sell
-885
Closed -$42K – 4578
2015
Q4 		$42K Buy
+885
New +$42.6K ﹤0.01% 1726

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

IFP Advisors's WES Position: Q1 2019 in Review

IFP Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 2,308 shares — an estimated $98K sold.

IFP Advisors first reported a position in WES in Q4 2015 and held it in 12 quarters. The position peaked at $232K in Q1 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • IFP Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 2,308 Western Gas Partners Lp shares in Q1 2019, an estimated $98K.
  • IFP Advisors first reported a position in Western Gas Partners Lp in Q4 2015 and held it in 12 quarters.
  • IFP Advisors's Western Gas Partners Lp position peaked at $232K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.