TWMP
WES

Taylor Wealth Management Partners’s Western Gas Partners Lp WES Stock Holding History

Taylor Wealth Management Partners’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
-85
Closed -$4K – 129
2018
Q4 		$4K Sell
85
-11,750
-99% -$523K ﹤0.01% 109
2018
Q3 		$517K Sell
11,835
-67,767
-85% -$3.36M 0.22% 48
2018
Q2 		$3.85M Sell
79,602
-1,050
-1% -$51.1K 1.71% 23
2018
Q1 		$3.44M Sell
80,652
-5,911
-7% -$288K 1.66% 25
2017
Q4 		$4.16M Sell
86,563
-1,715
-2% -$81.6K 1.77% 23
2017
Q3 		$4.53M Sell
88,278
-33,020
-27% -$1.72M 2.02% 21
2017
Q2 		$6.79M Sell
121,298
-40
-0% -$2.27K 3.07% 10
2017
Q1 		$7.33M Sell
121,338
-25
-0% -$1.54K 3.32% 11
2016
Q4 		$7.13M Sell
121,363
-11,540
-9% -$650K 3.3% 10
2016
Q3 		$7.32M Buy
132,903
+43,738
+49% +$2.19M 3.28% 11
2016
Q2 		$4.49M Buy
89,165
+1,565
+2% +$75.6K 1.8% 27
2016
Q1 		$3.8M Buy
87,600
+14,890
+20% +$550K 1.79% 26
2015
Q4 		$3.46M Sell
72,710
-7,765
-10% -$374K 1.49% 26
2015
Q3 		$3.77M Buy
80,475
+79,475
+7,948% +$4.49M 1.82% 23
2015
Q2 		$63K Hold
1,000
– – 0.02% 85
2015
Q1 		$66K Buy
+1,000
New +$69.1K 0.02% 74

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

Taylor Wealth Management Partners's WES Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 85 shares — an estimated $4K sold.

Taylor Wealth Management Partners first reported a position in WES in Q1 2015 and held it in 16 quarters. The position peaked at $7.33M in Q1 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 85 Western Gas Partners Lp shares in Q1 2019, an estimated $4K.
  • Taylor Wealth Management Partners first reported a position in Western Gas Partners Lp in Q1 2015 and held it in 16 quarters.
  • Taylor Wealth Management Partners's Western Gas Partners Lp position peaked at $7.33M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.