OFG
WES

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

OTA 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
-17,009
Closed -$718K – 82
2018
Q4 		$718K Buy
+17,009
New +$757K 0.34% 27

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

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

OTA Financial Group sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 17,009 shares — an estimated $718K sold.

OTA Financial Group first reported a position in WES in Q4 2018 and held it in 1 quarter. The position peaked at $718K in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • OTA Financial Group reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • OTA Financial Group sold 17,009 Western Gas Partners Lp shares in Q1 2019, an estimated $718K.
  • OTA Financial Group first reported a position in Western Gas Partners Lp in Q4 2018 and held it in 1 quarter.
  • OTA Financial Group's Western Gas Partners Lp position peaked at $718K in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on OTA Financial Group's 13F filing for Q1 2019, filed 15 Apr 2019.