Security National Trust’s Western Gas Partners Lp WES Stock Holding History

Security National Trust’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	-5,000	Closed	-$211K	–	388
2018 Q4	$211K	Hold	5,000	–	–	0.08%	139
2018 Q3	$218K	Hold	5,000	–	–	0.07%	152
2018 Q2	$242K	Hold	5,000	–	–	0.08%	146
2018 Q1	$213K	Hold	5,000	–	–	0.07%	155
2017 Q4	$240K	Hold	5,000	–	–	0.08%	152
2017 Q3	$256K	Hold	5,000	–	–	0.08%	150
2017 Q2	$280K	Hold	5,000	–	–	0.09%	150
2017 Q1	$302K	Hold	5,000	–	–	0.1%	146
2016 Q4	$294K	Hold	5,000	–	–	0.11%	145
2016 Q3	$275K	Hold	5,000	–	–	0.1%	149
2016 Q2	$252K	Hold	5,000	–	–	0.09%	152
2016 Q1	$217K	Hold	5,000	–	–	0.08%	159
2015 Q4	$238K	Hold	5,000	–	–	0.09%	156
2015 Q3	$234K	Hold	5,000	–	–	0.09%	162
2015 Q2	$317K	Hold	5,000	–	–	0.11%	147
2015 Q1	$329K	Hold	5,000	–	–	0.12%	145
2014 Q4	$365K	Hold	5,000	–	–	0.13%	132
2014 Q3	$375K	Hold	5,000	–	–	0.15%	119
2014 Q2	$382K	Hold	5,000	–	–	0.15%	121
2014 Q1	$331K	Hold	5,000	–	–	0.13%	132
2013 Q4	$308K	Hold	5,000	–	–	0.13%	136
2013 Q3	$301K	Hold	5,000	–	–	0.14%	126
2013 Q2	$324K	Buy	+5,000	New	+$300K	0.16%	118

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

Security National Trust's WES Position: Q1 2019 in Review

Security National Trust sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 5,000 shares — an estimated $211K sold.

Security National Trust first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $382K in Q2 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Security National Trust reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 5,000 Western Gas Partners Lp shares in Q1 2019, an estimated $211K.
Security National Trust first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
Security National Trust's Western Gas Partners Lp position peaked at $382K in Q2 2014.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.