LW
WES

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

Linscomb Wealth’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
-10,022
Closed -$423K – 276
2018
Q4 		$423K Buy
10,022
+62
+0.6% +$2.76K 0.04% 178
2018
Q3 		$435K Buy
9,960
+53
+0.5% +$2.63K 0.04% 194
2018
Q2 		$479K Buy
9,907
+52
+0.5% +$2.53K 0.04% 180
2018
Q1 		$421K Buy
9,855
+53
+0.5% +$2.58K 0.04% 184
2017
Q4 		$471K Sell
9,802
-132
-1% -$6.28K 0.04% 184
2017
Q3 		$509K Buy
9,934
+48
+0.5% +$2.49K 0.04% 168
2017
Q2 		$553K Buy
9,886
+241
+2% +$13.7K 0.05% 157
2017
Q1 		$583K Buy
9,645
+35
+0.4% +$2.16K 0.05% 149
2016
Q4 		$565K Buy
9,610
+40
+0.4% +$2.25K 0.05% 160
2016
Q3 		$527K Buy
9,570
+43
+0.5% +$2.15K 0.05% 160
2016
Q2 		$480K Buy
9,527
+42
+0.4% +$2.03K 0.05% 163
2016
Q1 		$412K Buy
9,485
+40
+0.4% +$1.48K 0.04% 175
2015
Q4 		$449K Buy
9,445
+22
+0.2% +$1.06K 0.05% 167
2015
Q3 		$441K Sell
9,423
-200
-2% -$11.3K 0.05% 173
2015
Q2 		$610K Buy
9,623
+14
+0.1% +$950 0.07% 146
2015
Q1 		$633K Buy
9,609
+14
+0.1% +$967 0.07% 149
2014
Q4 		$701K Sell
9,595
-312
-3% -$22K 0.08% 137
2014
Q3 		$743K Buy
9,907
+629
+7% +$47.6K 0.08% 133
2014
Q2 		$710K Sell
9,278
-330
-3% -$23.4K 0.08% 135
2014
Q1 		$636K Buy
9,608
+1,109
+13% +$69K 0.07% 143
2013
Q4 		$524K Buy
8,499
+12
+0.1% +$725 0.06% 145
2013
Q3 		$510K Buy
8,487
+13
+0.2% +$789 0.07% 138
2013
Q2 		$550K Buy
+8,474
New +$508K 0.08% 133

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

Linscomb Wealth's WES Position: Q1 2019 in Review

Linscomb Wealth sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 10,022 shares — an estimated $423K sold.

Linscomb Wealth first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $743K in Q3 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Linscomb Wealth reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Linscomb Wealth sold 10,022 Western Gas Partners Lp shares in Q1 2019, an estimated $423K.
  • Linscomb Wealth first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Linscomb Wealth's Western Gas Partners Lp position peaked at $743K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

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