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 – 1485
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 $882M AUM 42% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WES Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of Western Gas Partners Lp (WES) in Q2 2019, closing a stake of 201 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in WES in Q3 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2019. 4 funds tracked by Wall St. Rank hold WES as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Western Gas Partners Lp position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 201 Western Gas Partners Lp shares in Q2 2019, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Western Gas Partners Lp in Q3 2018 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Western Gas Partners Lp position peaked at $6K in Q1 2019.
  • 4 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.