Penn Davis McFarland’s Western Gas Partners Lp WES Stock Holding History

Penn Davis McFarland’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	-5,500	Closed	-$232K	–	43
2018 Q4	$232K	Hold	5,500	–	–	0.09%	33
2018 Q3	$240K	Hold	5,500	–	–	0.07%	39
2018 Q2	$266K	Buy	+5,500	New	+$268K	0.08%	35

Other funds holding WES

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

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

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Penn Davis McFarland's WES Position: Q1 2019 in Review

Penn Davis McFarland sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 5,500 shares — an estimated $232K sold.

Penn Davis McFarland first reported a position in WES in Q2 2018 and held it in 3 quarters. The position peaked at $266K in Q2 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Penn Davis McFarland reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Penn Davis McFarland sold 5,500 Western Gas Partners Lp shares in Q1 2019, an estimated $232K.
Penn Davis McFarland first reported a position in Western Gas Partners Lp in Q2 2018 and held it in 3 quarters.
Penn Davis McFarland's Western Gas Partners Lp position peaked at $266K in Q2 2018.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Penn Davis McFarland's 13F filing for Q1 2019, filed 25 Apr 2019.