Stifel Financial
WES

Stifel Financial’s Western Gas Partners Lp WES Stock Holding History

Stifel Financial’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
-36,222
Closed -$1.52M – 2937
2018
Q4 		$1.52M Sell
36,222
-2,298
-6% -$102K ﹤0.01% 1292
2018
Q3 		$1.68M Buy
38,520
+89
+0.2% +$4.41K ﹤0.01% 1354
2018
Q2 		$1.86M Buy
38,431
+2,180
+6% +$106K 0.01% 1245
2018
Q1 		$1.55M Buy
36,251
+2,250
+7% +$109K ﹤0.01% 1303
2017
Q4 		$1.63M Sell
34,001
-3,431
-9% -$163K 0.01% 1252
2017
Q3 		$1.92M Sell
37,432
-2,919
-7% -$152K 0.01% 1149
2017
Q2 		$2.26M Sell
40,351
-19,284
-32% -$1.1M 0.01% 1051
2017
Q1 		$3.6M Buy
59,635
+2,592
+5% +$160K 0.01% 834
2016
Q4 		$3.35M Buy
57,043
+487
+0.9% +$27.4K 0.01% 816
2016
Q3 		$3.11M Buy
56,556
+4,384
+8% +$220K 0.01% 819
2016
Q2 		$2.63M Sell
52,172
-12,864
-20% -$622K 0.01% 882
2016
Q1 		$2.82M Buy
65,036
+6,160
+10% +$227K 0.02% 787
2015
Q4 		$2.8M Buy
58,876
+12,955
+28% +$624K 0.01% 811
2015
Q3 		$2.15M Buy
45,921
+3,293
+8% +$186K 0.01% 879
2015
Q2 		$2.7M Buy
42,628
+23,433
+122% +$1.59M 0.01% 839
2015
Q1 		$1.26M Sell
19,195
-463
-2% -$32K 0.01% 1164
2014
Q4 		$1.44M Buy
19,658
+13,601
+225% +$959K 0.01% 1083
2014
Q3 		$454K Sell
6,057
-719
-11% -$54.4K ﹤0.01% 1590
2014
Q2 		$518K Buy
6,776
+1,939
+40% +$137K ﹤0.01% 1469
2014
Q1 		$320K Buy
+4,837
New +$301K ﹤0.01% 1683

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

Stifel Financial's WES Position: Q1 2019 in Review

Stifel Financial sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 36,222 shares — an estimated $1.52M sold.

Stifel Financial first reported a position in WES in Q1 2014 and held it in 20 quarters. The position peaked at $3.6M in Q1 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Stifel Financial reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Stifel Financial sold 36,222 Western Gas Partners Lp shares in Q1 2019, an estimated $1.52M.
  • Stifel Financial first reported a position in Western Gas Partners Lp in Q1 2014 and held it in 20 quarters.
  • Stifel Financial's Western Gas Partners Lp position peaked at $3.6M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Stifel Financial's 13F filing for Q1 2019, filed 14 May 2019.