PCP
WES

Proficio Capital Partners’s Western Gas Partners Lp WES Stock Holding History

Proficio Capital Partners’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
-1,191
Closed -$50K – 1836
2018
Q4 		$50K Hold
1,191
– – 0.02% 298
2018
Q3 		$52K Hold
1,191
– – 0.02% 346
2018
Q2 		$58K Buy
1,191
+195
+20% +$9.49K 0.02% 319
2018
Q1 		$42K Buy
996
+47
+5% +$2.29K 0.01% 395
2017
Q4 		$46K Hold
949
– – 0.01% 370
2017
Q3 		$49K Hold
949
– – 0.02% 378
2017
Q2 		$50K Buy
949
+120
+14% +$6.82K 0.02% 382
2017
Q1 		$47K Sell
829
-333
-29% -$20.6K 0.02% 403
2016
Q4 		$68K Hold
1,162
– – 0.03% 219
2016
Q3 		$64K Hold
1,162
– – 0.04% 229
2016
Q2 		$59K Hold
1,162
– – 0.04% 242
2016
Q1 		$50K Buy
+1,162
New +$42.9K 0.04% 217

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

Proficio Capital Partners's WES Position: Q1 2019 in Review

Proficio Capital Partners sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,191 shares — an estimated $50K sold.

Proficio Capital Partners first reported a position in WES in Q1 2016 and held it in 12 quarters. The position peaked at $68K in Q4 2016. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Proficio Capital Partners reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 1,191 Western Gas Partners Lp shares in Q1 2019, an estimated $50K.
  • Proficio Capital Partners first reported a position in Western Gas Partners Lp in Q1 2016 and held it in 12 quarters.
  • Proficio Capital Partners's Western Gas Partners Lp position peaked at $68K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Proficio Capital Partners's 13F filing for Q1 2019, filed 13 May 2019.