SWM
WES

SeaCrest Wealth Management’s Western Gas Partners Lp WES Stock Holding History

SeaCrest Wealth Management’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
-1,794
Closed -$76K – 2326
2018
Q4 		$76K Hold
1,794
– – 0.02% 766
2018
Q3 		$78K Buy
1,794
+894
+99% +$44.3K 0.01% 847
2018
Q2 		$44K Hold
900
– – 0.01% 1044
2018
Q1 		$38K Hold
900
– – 0.01% 1072
2017
Q4 		$43K Buy
+900
New +$42.8K 0.01% 1026

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

SeaCrest Wealth Management's WES Position: Q1 2019 in Review

SeaCrest Wealth Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,794 shares — an estimated $76K sold.

SeaCrest Wealth Management first reported a position in WES in Q4 2017 and held it in 5 quarters. The position peaked at $78K in Q3 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • SeaCrest Wealth Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,794 Western Gas Partners Lp shares in Q1 2019, an estimated $76K.
  • SeaCrest Wealth Management first reported a position in Western Gas Partners Lp in Q4 2017 and held it in 5 quarters.
  • SeaCrest Wealth Management's Western Gas Partners Lp position peaked at $78K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on SeaCrest Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.