LPL Financial
WES

LPL Financial’s Western Gas Partners Lp WES Stock Holding History

LPL Financial’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
-10,966
Closed -$463K – 3294
2018
Q4 		$463K Buy
10,966
+1,221
+13% +$54.3K ﹤0.01% 2100
2018
Q3 		$426K Sell
9,745
-706
-7% -$35K ﹤0.01% 2365
2018
Q2 		$506K Buy
10,451
+430
+4% +$20.9K ﹤0.01% 2182
2018
Q1 		$428K Buy
10,021
+644
+7% +$31.3K ﹤0.01% 2295
2017
Q4 		$451K Buy
9,377
+39
+0.4% +$1.85K ﹤0.01% 2151
2017
Q3 		$479K Sell
9,338
-1,172
-11% -$60.9K ﹤0.01% 1981
2017
Q2 		$588K Sell
10,510
-1,269
-11% -$72.1K ﹤0.01% 1756
2017
Q1 		$713K Buy
11,779
+906
+8% +$56K ﹤0.01% 1509
2016
Q4 		$657K Buy
10,873
+1,184
+12% +$66.7K 0.01% 1498
2016
Q3 		$534K Sell
9,689
-744
-7% -$37.3K 0.01% 1656
2016
Q2 		$513K Sell
10,433
-15,929
-60% -$770K ﹤0.01% 1647
2016
Q1 		$1.06M Sell
26,362
-6,712
-20% -$248K ﹤0.01% 1625
2015
Q4 		$1.57M Buy
33,074
+13,053
+65% +$628K ﹤0.01% 1334
2015
Q3 		$1.05M Sell
20,021
-1,676
-8% -$94.7K 0.01% 1209
2015
Q2 		$1.34M Sell
21,697
-37
-0.2% -$2.51K 0.01% 1147
2015
Q1 		$1.42M Buy
21,734
+906
+4% +$62.6K 0.01% 1108
2014
Q4 		$1.52M Buy
20,828
+1,527
+8% +$108K 0.01% 1050
2014
Q3 		$1.41M Sell
19,301
-325
-2% -$24.6K 0.01% 1068
2014
Q2 		$1.5M Buy
19,626
+444
+2% +$31.4K 0.01% 1068
2014
Q1 		$1.27M Buy
19,182
+35
+0.2% +$2.18K 0.01% 1113
2013
Q4 		$1.18M Buy
19,147
+1,670
+10% +$101K 0.01% 1134
2013
Q3 		$1.04M Sell
17,477
-275
-2% -$16.7K 0.01% 1162
2013
Q2 		$1.15M Buy
+17,752
New +$1.06M 0.01% 1045

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

LPL Financial's WES Position: Q1 2019 in Review

LPL Financial sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 10,966 shares — an estimated $463K sold.

LPL Financial first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $1.57M in Q4 2015. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • LPL Financial reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • LPL Financial sold 10,966 Western Gas Partners Lp shares in Q1 2019, an estimated $463K.
  • LPL Financial first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • LPL Financial's Western Gas Partners Lp position peaked at $1.57M in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on LPL Financial's 13F filing for Q1 2019, filed 8 May 2019.