Next Financial Group’s Western Gas Partners Lp WES Stock Holding History

Next Financial Group’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	-500	Closed	-$21K	–	2322
2018 Q4	$21K	Hold	500	–	–	﹤0.01%	1081
2018 Q3	$22K	Buy	+500	New	+$24.8K	0.01%	767
2017 Q4	–	Sell	-500	Closed	-$26K	–	1793
2017 Q3	$26K	Hold	500	–	–	0.01%	900
2017 Q2	$28K	Hold	500	–	–	0.01%	968
2017 Q1	$29K	Hold	500	–	–	0.01%	921
2016 Q4	$29K	Hold	500	–	–	0.01%	1209
2016 Q3	$28K	Hold	500	–	–	0.01%	1212
2016 Q2	$25K	Hold	500	–	–	0.01%	896
2016 Q1	$21K	Hold	500	–	–	0.01%	923
2015 Q4	$23K	Hold	500	–	–	0.01%	882
2015 Q3	$23K	Hold	500	–	–	0.01%	912
2015 Q2	$31K	Hold	500	–	–	0.01%	842
2015 Q1	$32K	Hold	500	–	–	0.01%	826
2014 Q4	$37K	Sell	500 -100	-17%	-$7.05K	0.01%	763
2014 Q3	$45K	Buy	+600	New	+$45.4K	0.01%	1003

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

Next Financial Group's WES Position: Q1 2019 in Review

Next Financial Group sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 500 shares — an estimated $21K sold.

Next Financial Group first reported a position in WES in Q3 2014 and held it in 15 quarters. The position peaked at $45K in Q3 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Next Financial Group reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 500 Western Gas Partners Lp shares in Q1 2019, an estimated $21K.
Next Financial Group first reported a position in Western Gas Partners Lp in Q3 2014 and held it in 15 quarters.
Next Financial Group's Western Gas Partners Lp position peaked at $45K in Q3 2014.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.