Smithfield Trust’s Western Gas Partners Lp WES Stock Holding History

Smithfield 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	-350	Closed	-$15K	–	972
2018 Q4	$15K	Hold	350	–	–	﹤0.01%	611
2018 Q3	$15K	Hold	350	–	–	﹤0.01%	683
2018 Q2	$17K	Hold	350	–	–	﹤0.01%	673
2018 Q1	$15K	Hold	350	–	–	﹤0.01%	669
2017 Q4	$17K	Hold	350	–	–	﹤0.01%	691
2017 Q3	$18K	Hold	350	–	–	﹤0.01%	672
2017 Q2	$20K	Hold	350	–	–	﹤0.01%	649
2017 Q1	$21K	Hold	350	–	–	﹤0.01%	639
2016 Q4	$21K	Hold	350	–	–	﹤0.01%	634
2016 Q3	$19K	Hold	350	–	–	﹤0.01%	641
2016 Q2	$18K	Hold	350	–	–	﹤0.01%	628
2016 Q1	$15K	Hold	350	–	–	﹤0.01%	654
2015 Q4	$17K	Hold	350	–	–	﹤0.01%	642
2015 Q3	$16K	Hold	350	–	–	﹤0.01%	634
2015 Q2	$22K	Hold	350	–	–	﹤0.01%	626
2015 Q1	$23K	Hold	350	–	–	﹤0.01%	625
2014 Q4	$26K	Hold	350	–	–	0.01%	598
2014 Q3	$26K	Hold	350	–	–	0.01%	611
2014 Q2	$27K	Hold	350	–	–	0.01%	619
2014 Q1	$23K	Hold	350	–	–	﹤0.01%	620
2013 Q4	$22K	Buy	+350	New	+$21.1K	﹤0.01%	607

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

Smithfield Trust's WES Position: Q1 2019 in Review

Smithfield Trust sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 350 shares — an estimated $15K sold.

Smithfield Trust first reported a position in WES in Q4 2013 and held it in 21 quarters. The position peaked at $27K in Q2 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

Smithfield Trust reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
Smithfield Trust sold 350 Western Gas Partners Lp shares in Q1 2019, an estimated $15K.
Smithfield Trust first reported a position in Western Gas Partners Lp in Q4 2013 and held it in 21 quarters.
Smithfield Trust's Western Gas Partners Lp position peaked at $27K in Q2 2014.
7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Smithfield Trust's 13F filing for Q1 2019, filed 30 Apr 2019.