POIA
WES

Pin Oak Investment Advisors’s Western Gas Partners Lp WES Stock Holding History

Pin Oak Investment Advisors’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
-5,192
Closed -$219K – 445
2018
Q4 		$219K Buy
5,192
+50
+1% +$2.22K 0.19% 95
2018
Q3 		$225K Sell
5,142
-50
-1% -$2.48K 0.17% 102
2018
Q2 		$251K Hold
5,192
– – 0.18% 95
2018
Q1 		$222K Hold
5,192
– – 0.18% 96
2017
Q4 		$250K Buy
+5,192
New +$247K 0.19% 96

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

Pin Oak Investment Advisors's WES Position: Q1 2019 in Review

Pin Oak Investment Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 5,192 shares — an estimated $219K sold.

Pin Oak Investment Advisors first reported a position in WES in Q4 2017 and held it in 5 quarters. The position peaked at $251K in Q2 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Pin Oak Investment Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 5,192 Western Gas Partners Lp shares in Q1 2019, an estimated $219K.
  • Pin Oak Investment Advisors first reported a position in Western Gas Partners Lp in Q4 2017 and held it in 5 quarters.
  • Pin Oak Investment Advisors's Western Gas Partners Lp position peaked at $251K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.