PFBT
WES

Parkside Financial Bank & Trust’s Western Gas Partners Lp WES Stock Holding History

Parkside Financial Bank & Trust’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
-5,395
Closed -$228K – 1736
2018
Q4 		$228K Sell
5,395
-380
-7% -$16.9K 0.08% 153
2018
Q3 		$252K Buy
+5,775
New +$286K 0.09% 162
2016
Q1 		– Sell
-10,600
Closed -$504K – 1147
2015
Q4 		$504K Hold
10,600
– – 0.25% 75
2015
Q3 		$496K Buy
+10,600
New +$599K 0.28% 67

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

Parkside Financial Bank & Trust's WES Position: Q1 2019 in Review

Parkside Financial Bank & Trust sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 5,395 shares — an estimated $228K sold.

Parkside Financial Bank & Trust first reported a position in WES in Q3 2015 and held it in 4 quarters. The position peaked at $504K in Q4 2015. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Parkside Financial Bank & Trust reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 5,395 Western Gas Partners Lp shares in Q1 2019, an estimated $228K.
  • Parkside Financial Bank & Trust first reported a position in Western Gas Partners Lp in Q3 2015 and held it in 4 quarters.
  • Parkside Financial Bank & Trust's Western Gas Partners Lp position peaked at $504K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2019, filed 1 May 2019.