SAM
WES

Shikiar Asset Management’s Western Gas Partners Lp WES Stock Holding History

Shikiar Asset 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
-9,725
Closed -$411K – 89
2018
Q4 		$411K Sell
9,725
-1,000
-9% -$44.5K 0.21% 60
2018
Q3 		$468K Sell
10,725
-500
-4% -$24.8K 0.18% 60
2018
Q2 		$543K Sell
11,225
-4,250
-27% -$207K 0.23% 57
2018
Q1 		$660K Sell
15,475
-1,600
-9% -$77.9K 0.3% 56
2017
Q4 		$821K Sell
17,075
-3,650
-18% -$174K 0.38% 50
2017
Q3 		$1.06M Sell
20,725
-1,200
-5% -$62.4K 0.46% 44
2017
Q2 		$1.23M Sell
21,925
-450
-2% -$25.6K 0.53% 42
2017
Q1 		$1.35M Sell
22,375
-1,000
-4% -$61.8K 0.61% 40
2016
Q4 		$1.37M Sell
23,375
-7,150
-23% -$403K 0.6% 38
2016
Q3 		$1.68M Sell
30,525
-3,450
-10% -$173K 0.75% 36
2016
Q2 		$1.71M Sell
33,975
-500
-1% -$24.2K 0.76% 35
2016
Q1 		$1.5M Buy
34,475
+9,650
+39% +$356K 0.69% 34
2015
Q4 		$1.18M Buy
24,825
+2,000
+9% +$96.3K 0.57% 35
2015
Q3 		$1.07M Sell
22,825
-5,700
-20% -$322K 0.55% 35
2015
Q2 		$1.81M Sell
28,525
-3,200
-10% -$217K 0.82% 31
2015
Q1 		$2.09M Sell
31,725
-23,275
-42% -$1.61M 0.91% 32
2014
Q4 		$4.02M Sell
55,000
-1,450
-3% -$102K 1.89% 19
2014
Q3 		$4.23M Sell
56,450
-100
-0.2% -$7.57K 1.8% 21
2014
Q2 		$4.33M Sell
56,550
-560
-1% -$39.6K 1.79% 22
2014
Q1 		$3.78M Sell
57,110
-3,400
-6% -$211K 1.66% 25
2013
Q4 		$3.73M Sell
60,510
-1,300
-2% -$78.5K 1.62% 30
2013
Q3 		$3.72M Sell
61,810
-4,900
-7% -$297K 1.85% 24
2013
Q2 		$4.33M Buy
+66,710
New +$4M 2.15% 20

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

Shikiar Asset Management's WES Position: Q1 2019 in Review

Shikiar Asset Management sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 9,725 shares — an estimated $411K sold.

Shikiar Asset Management first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $4.33M in Q2 2013. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Shikiar Asset Management reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Shikiar Asset Management sold 9,725 Western Gas Partners Lp shares in Q1 2019, an estimated $411K.
  • Shikiar Asset Management first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Shikiar Asset Management's Western Gas Partners Lp position peaked at $4.33M in Q2 2013.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Shikiar Asset Management's 13F filing for Q1 2019, filed 30 Apr 2019.