PFGIA
WES

Patriot Financial Group Insurance Agency’s Western Gas Partners Lp WES Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-201
Closed -$6K – 1490
2019
Q1 		$6K Buy
201
+72
+56% +$3.46K ﹤0.01% 829
2018
Q4 		$5K Buy
129
+3
+2% +$133 ﹤0.01% 741
2018
Q3 		$6K Buy
+126
New +$6.25K ﹤0.01% 718

Other funds holding WES

AAA
Adams Asset Advisors Dallas, Texas $891M AUM 38.04% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $406M AUM 13.46% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return