MMPW
WES

Mitchell McLeod Pugh & Williams’s Western Gas Partners Lp WES Stock Holding History

Mitchell McLeod Pugh & Williams’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
-8,490
Closed -$359K – 170
2018
Q4 		$359K Hold
8,490
– – 0.29% 121
2018
Q3 		$371K Sell
8,490
-440
-5% -$21.8K 0.25% 139
2018
Q2 		$432K Sell
8,930
-1,050
-11% -$51.1K 0.3% 121
2018
Q1 		$426K Hold
9,980
– – 0.3% 121
2017
Q4 		$480K Sell
9,980
-4,300
-30% -$205K 0.33% 104
2017
Q3 		$732K Hold
14,280
– – 0.54% 74
2017
Q2 		$799K Hold
14,280
– – 0.61% 65
2017
Q1 		$863K Hold
14,280
– – 0.68% 51
2016
Q4 		$839K Buy
14,280
+440
+3% +$24.8K 0.68% 50
2016
Q3 		$762K Sell
13,840
-3,580
-21% -$179K 0.67% 55
2016
Q2 		$878K Buy
17,420
+500
+3% +$24.2K 0.79% 45
2016
Q1 		$734K Buy
16,920
+1,220
+8% +$45K 0.71% 48
2015
Q4 		$746K Sell
15,700
-1,415
-8% -$68.1K 0.74% 48
2015
Q3 		$801K Sell
17,115
-620
-3% -$35K 0.83% 39
2015
Q2 		$1.12M Sell
17,735
-3,400
-16% -$231K 1.04% 25
2015
Q1 		$1.39M Hold
21,135
– – 1.27% 16
2014
Q4 		$1.54M Buy
+21,135
New +$1.49M 1.43% 12

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 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

Mitchell McLeod Pugh & Williams's WES Position: Q1 2019 in Review

Mitchell McLeod Pugh & Williams sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 8,490 shares — an estimated $359K sold.

Mitchell McLeod Pugh & Williams first reported a position in WES in Q4 2014 and held it in 17 quarters. The position peaked at $1.54M in Q4 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Mitchell McLeod Pugh & Williams reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 8,490 Western Gas Partners Lp shares in Q1 2019, an estimated $359K.
  • Mitchell McLeod Pugh & Williams first reported a position in Western Gas Partners Lp in Q4 2014 and held it in 17 quarters.
  • Mitchell McLeod Pugh & Williams's Western Gas Partners Lp position peaked at $1.54M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2019, filed 11 Apr 2019.