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Mosaic Family Wealth’s Western Gas Partners Lp WES Stock Holding History

Mosaic Family 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
-9,356
Closed -$395K – 736
2018
Q4 		$395K Hold
9,356
– – 0.16% 83
2018
Q3 		$419K Buy
9,356
+48
+0.5% +$2.38K 0.17% 90
2018
Q2 		$450K Sell
9,308
-395
-4% -$19.2K 0.17% 89
2018
Q1 		$414K Sell
9,703
-942
-9% -$45.8K 0.15% 92
2017
Q4 		$512K Sell
10,645
-727
-6% -$34.6K 0.19% 79
2017
Q3 		$583K Buy
11,372
+814
+8% +$42.3K 0.23% 81
2017
Q2 		$591K Sell
10,558
-1,328
-11% -$75.4K 0.25% 74
2017
Q1 		$719K Sell
11,886
-342
-3% -$21.1K 0.31% 61
2016
Q4 		$719K Sell
12,228
-1,745
-12% -$98.3K 0.33% 51
2016
Q3 		$769K Sell
13,973
-462
-3% -$23.1K 0.36% 53
2016
Q2 		$728K Buy
14,435
+32
+0.2% +$1.55K 0.35% 55
2016
Q1 		$625K Sell
14,403
-355
-2% -$13.1K 0.3% 65
2015
Q4 		$701K Buy
+14,758
New +$710K 0.31% 64

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 $766M AUM 16.04% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 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 $1.05B AUM 21.28% 1-Year Est. Return

Mosaic Family Wealth's WES Position: Q1 2019 in Review

Mosaic Family Wealth sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 9,356 shares — an estimated $395K sold.

Mosaic Family Wealth first reported a position in WES in Q4 2015 and held it in 13 quarters. The position peaked at $769K in Q3 2016. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Mosaic Family Wealth reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 9,356 Western Gas Partners Lp shares in Q1 2019, an estimated $395K.
  • Mosaic Family Wealth first reported a position in Western Gas Partners Lp in Q4 2015 and held it in 13 quarters.
  • Mosaic Family Wealth's Western Gas Partners Lp position peaked at $769K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Mosaic Family Wealth's 13F filing for Q1 2019, filed 14 May 2019.