SOAMC
WES

Spirit of America Management Corp’s Western Gas Partners Lp WES Stock Holding History

Spirit of America Management Corp’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
-365,469
Closed -$15.4M – 251
2018
Q4 		$15.4M Sell
365,469
-31,200
-8% -$1.39M 2.43% 8
2018
Q3 		$17.3M Sell
396,669
-40,000
-9% -$1.98M 2.15% 8
2018
Q2 		$21.1M Buy
436,669
+7,500
+2% +$365K 2.61% 7
2018
Q1 		$18.3M Buy
429,169
+6,000
+1% +$292K 2.41% 8
2017
Q4 		$20.4M Sell
423,169
-300
-0.1% -$14.3K 2.26% 12
2017
Q3 		$21.7M Buy
423,469
+22,300
+6% +$1.16M 2.3% 9
2017
Q2 		$22.4M Buy
401,169
+1,900
+0.5% +$108K 2.42% 7
2017
Q1 		$24.1M Buy
399,269
+18,100
+5% +$1.12M 2.56% 6
2016
Q4 		$22.4M Buy
381,169
+51,100
+15% +$2.88M 2.61% 3
2016
Q3 		$18.2M Buy
330,069
+58,750
+22% +$2.94M 2.37% 4
2016
Q2 		$13.7M Buy
271,319
+56,680
+26% +$2.74M 2% 10
2016
Q1 		$9.32M Sell
214,639
-23,750
-10% -$877K 1.65% 13
2015
Q4 		$11.3M Buy
238,389
+6,500
+3% +$313K 2.17% 7
2015
Q3 		$10.9M Buy
231,889
+20,000
+9% +$1.13M 2.26% 6
2015
Q2 		$13.4M Buy
211,889
+80,000
+61% +$5.43M 2.59% 5
2015
Q1 		$8.68M Buy
131,889
+24,700
+23% +$1.71M 1.84% 8
2014
Q4 		$7.83M Buy
107,189
+62,058
+138% +$4.38M 1.99% 5
2014
Q3 		$3.38M Buy
45,131
+30,151
+201% +$2.28M 1.03% 19
2014
Q2 		$1.15M Hold
14,980
– – 0.46% 69
2014
Q1 		$992K Sell
14,980
-32,920
-69% -$2.05M 0.41% 79
2013
Q4 		$2.96M Buy
47,900
+27,900
+140% +$1.68M 2.34% 12
2013
Q3 		$1.2M Hold
20,000
– – 0.44% 64
2013
Q2 		$1.3M Buy
+20,000
New +$1.2M 0.47% 63

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

Spirit of America Management Corp's WES Position: Q1 2019 in Review

Spirit of America Management Corp sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 365,469 shares — an estimated $15.4M sold.

Spirit of America Management Corp first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $24.1M in Q1 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Spirit of America Management Corp reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Spirit of America Management Corp sold 365,469 Western Gas Partners Lp shares in Q1 2019, an estimated $15.4M.
  • Spirit of America Management Corp first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Spirit of America Management Corp's Western Gas Partners Lp position peaked at $24.1M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Spirit of America Management Corp's 13F filing for Q1 2019, filed 17 Apr 2019.