SCG
WES

Sonata Capital Group’s Western Gas Partners Lp WES Stock Holding History

Sonata Capital Group’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
-8,275
Closed -$349K – 101
2018
Q4 		$349K Buy
8,275
+600
+8% +$26.7K 0.28% 70
2018
Q3 		$335K Buy
7,675
+1,550
+25% +$76.9K 0.23% 80
2018
Q2 		$296K Buy
+6,125
New +$298K 0.21% 87

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

Sonata Capital Group's WES Position: Q1 2019 in Review

Sonata Capital Group sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 8,275 shares — an estimated $349K sold.

Sonata Capital Group first reported a position in WES in Q2 2018 and held it in 3 quarters. The position peaked at $349K in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Sonata Capital Group reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Sonata Capital Group sold 8,275 Western Gas Partners Lp shares in Q1 2019, an estimated $349K.
  • Sonata Capital Group first reported a position in Western Gas Partners Lp in Q2 2018 and held it in 3 quarters.
  • Sonata Capital Group's Western Gas Partners Lp position peaked at $349K in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Sonata Capital Group's 13F filing for Q1 2019, filed 23 Apr 2019.