SMFS
WES

Squar Milner Financial Services’s Western Gas Partners Lp WES Stock Holding History

Squar Milner Financial Services’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
-1,130
Closed -$48K – 872
2018
Q4 		$48K Sell
1,130
-25
-2% -$1.11K 0.05% 297
2018
Q3 		$50K Hold
1,155
– – 0.05% 305
2018
Q2 		$56K Buy
+1,155
New +$56.2K 0.05% 314

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

Squar Milner Financial Services's WES Position: Q1 2019 in Review

Squar Milner Financial Services sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,130 shares — an estimated $48K sold.

Squar Milner Financial Services first reported a position in WES in Q2 2018 and held it in 3 quarters. The position peaked at $56K in Q2 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Squar Milner Financial Services reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,130 Western Gas Partners Lp shares in Q1 2019, an estimated $48K.
  • Squar Milner Financial Services first reported a position in Western Gas Partners Lp in Q2 2018 and held it in 3 quarters.
  • Squar Milner Financial Services's Western Gas Partners Lp position peaked at $56K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.