SF
WES

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

Summit 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
-15,090
Closed -$637K – 53
2018
Q4 		$637K Buy
+15,090
New +$671K 0.12% 29

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

Summit Financial's WES Position: Q1 2019 in Review

Summit Financial sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 15,090 shares — an estimated $637K sold.

Summit Financial first reported a position in WES in Q4 2018 and held it in 1 quarter. The position peaked at $637K in Q4 2018. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Summit Financial reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Summit Financial sold 15,090 Western Gas Partners Lp shares in Q1 2019, an estimated $637K.
  • Summit Financial first reported a position in Western Gas Partners Lp in Q4 2018 and held it in 1 quarter.
  • Summit Financial's Western Gas Partners Lp position peaked at $637K in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

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