SI
WES

Stephens Inc’s Western Gas Partners Lp WES Stock Holding History

Stephens Inc’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
-7,182
Closed -$303K – 1230
2018
Q4 		$303K Sell
7,182
-2,003
-22% -$89.1K 0.01% 844
2018
Q3 		$401K Buy
9,185
+82
+0.9% +$4.07K 0.01% 850
2018
Q2 		$440K Sell
9,103
-2
-0% -$97 0.01% 633
2018
Q1 		$389K Buy
9,105
+1,187
+15% +$57.8K 0.01% 535
2017
Q4 		$381K Buy
7,918
+568
+8% +$27K 0.01% 535
2017
Q3 		$377K Buy
7,350
+1,250
+20% +$65K 0.01% 539
2017
Q2 		$341K Buy
6,100
+96
+2% +$5.45K 0.01% 662
2017
Q1 		$363K Buy
6,004
+2,445
+69% +$151K 0.01% 617
2016
Q4 		$209K Buy
+3,559
New +$201K 0.01% 707

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

Stephens Inc's WES Position: Q1 2019 in Review

Stephens Inc sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 7,182 shares — an estimated $303K sold.

Stephens Inc first reported a position in WES in Q4 2016 and held it in 9 quarters. The position peaked at $440K in Q2 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Stephens Inc reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Stephens Inc sold 7,182 Western Gas Partners Lp shares in Q1 2019, an estimated $303K.
  • Stephens Inc first reported a position in Western Gas Partners Lp in Q4 2016 and held it in 9 quarters.
  • Stephens Inc's Western Gas Partners Lp position peaked at $440K in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Stephens Inc's 13F filing for Q1 2019, filed 3 May 2019.