RJFSA
WES

Raymond James Financial Services Advisors’s Western Gas Partners Lp WES Stock Holding History

Raymond James Financial Services 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
-104,448
Closed -$4.41M – 2928
2018
Q4 		$4.41M Buy
104,448
+14,427
+16% +$642K 0.02% 583
2018
Q3 		$3.93M Buy
90,021
+12,450
+16% +$617K 0.02% 742
2018
Q2 		$3.75M Buy
77,571
+1,600
+2% +$77.9K 0.02% 722
2018
Q1 		$3.24M Buy
75,971
+14,506
+24% +$706K 0.02% 729
2017
Q4 		$2.96M Buy
61,465
+11,184
+22% +$532K 0.02% 747
2017
Q3 		$2.58M Buy
50,281
+9,826
+24% +$511K 0.02% 801
2017
Q2 		$2.26M Buy
40,455
+12,195
+43% +$693K 0.02% 830
2017
Q1 		$1.71M Buy
28,260
+10,651
+60% +$658K 0.01% 904
2016
Q4 		$1.03M Sell
17,609
-724
-4% -$40.8K 0.01% 1094
2016
Q3 		$1.01M Buy
18,333
+1,001
+6% +$50.1K 0.01% 1093
2016
Q2 		$874K Sell
17,332
-19,937
-53% -$963K 0.01% 1115
2016
Q1 		$1.62M Buy
37,269
+16,775
+82% +$619K 0.02% 714
2015
Q4 		$974K Buy
20,494
+7,257
+55% +$349K 0.01% 936
2015
Q3 		$620K Buy
+13,237
New +$748K 0.01% 956

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

Raymond James Financial Services Advisors's WES Position: Q1 2019 in Review

Raymond James Financial Services Advisors sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 104,448 shares — an estimated $4.41M sold.

Raymond James Financial Services Advisors first reported a position in WES in Q3 2015 and held it in 14 quarters. The position peaked at $4.41M in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Raymond James Financial Services Advisors reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 104,448 Western Gas Partners Lp shares in Q1 2019, an estimated $4.41M.
  • Raymond James Financial Services Advisors first reported a position in Western Gas Partners Lp in Q3 2015 and held it in 14 quarters.
  • Raymond James Financial Services Advisors's Western Gas Partners Lp position peaked at $4.41M in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2019, filed 6 May 2019.