IFAM
WES

Institutional & Family Asset Management’s Western Gas Partners Lp WES Stock Holding History

Institutional & Family Asset Management’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
-5,285
Closed -$223K – 904
2018
Q4 		$223K Sell
5,285
-155
-3% -$6.89K 0.05% 155
2018
Q3 		$238K Buy
5,440
+1,270
+30% +$63K 0.05% 172
2018
Q2 		$202K Buy
+4,170
New +$203K 0.04% 182

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

Institutional & Family Asset Management's WES Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 5,285 shares — an estimated $223K sold.

Institutional & Family Asset Management first reported a position in WES in Q2 2018 and held it in 3 quarters. The position peaked at $238K in Q3 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Institutional & Family Asset Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 5,285 Western Gas Partners Lp shares in Q1 2019, an estimated $223K.
  • Institutional & Family Asset Management first reported a position in Western Gas Partners Lp in Q2 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Western Gas Partners Lp position peaked at $238K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.