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

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 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.