Kings Point Capital Management’s Western Gas Partners Lp WES Stock Holding History

Kings Point Capital 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	-400	Closed	-$17K	–	368
2018 Q4	$17K	Hold	400	–	–	﹤0.01%	317
2018 Q3	$17K	Hold	400	–	–	﹤0.01%	328
2018 Q2	$19K	Hold	400	–	–	﹤0.01%	321
2018 Q1	$17K	Hold	400	–	–	﹤0.01%	333
2017 Q4	$19K	Hold	400	–	–	﹤0.01%	324
2017 Q3	$21K	Hold	400	–	–	﹤0.01%	300
2017 Q2	$22K	Hold	400	–	–	0.01%	278
2017 Q1	$24K	Hold	400	–	–	0.01%	283
2016 Q4	$24K	Hold	400	–	–	0.01%	253
2016 Q3	$22K	Hold	400	–	–	0.01%	249
2016 Q2	$20K	Hold	400	–	–	0.01%	255
2016 Q1	$17K	Hold	400	–	–	﹤0.01%	278
2015 Q4	$19K	Hold	400	–	–	﹤0.01%	302
2015 Q3	$19K	Hold	400	–	–	0.01%	316
2015 Q2	$25K	Hold	400	–	–	0.01%	286
2015 Q1	$26K	Hold	400	–	–	0.01%	281
2014 Q4	$29K	Hold	400	–	–	0.01%	252
2014 Q3	$30K	Hold	400	–	–	0.01%	225
2014 Q2	$31K	Hold	400	–	–	0.01%	221
2014 Q1	$26K	Hold	400	–	–	0.01%	211
2013 Q4	$25K	Hold	400	–	–	0.01%	209
2013 Q3	$24K	Hold	400	–	–	0.01%	213
2013 Q2	$26K	Buy	+400	New	+$24K	0.01%	224

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

Kings Point Capital Management's WES Position: Q1 2019 in Review

Kings Point Capital Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 400 shares — an estimated $17K sold.

Kings Point Capital Management first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $31K in Q2 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Kings Point Capital Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Kings Point Capital Management sold 400 Western Gas Partners Lp shares in Q1 2019, an estimated $17K.
Kings Point Capital Management first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
Kings Point Capital Management's Western Gas Partners Lp position peaked at $31K in Q2 2014.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Kings Point Capital Management's 13F filing for Q1 2019, filed 15 May 2019.