UR
WES

USCA RIA’s Western Gas Partners Lp WES Stock Holding History

USCA RIA’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
-7,800
Closed -$329K – 473
2018
Q4 		$329K Hold
7,800
– – 0.04% 321
2018
Q3 		$341K Hold
7,800
– – 0.03% 372
2018
Q2 		$377K Hold
7,800
– – 0.04% 337
2018
Q1 		$333K Hold
7,800
– – 0.04% 353
2017
Q4 		$375K Sell
7,800
-300
-4% -$14.3K 0.04% 331
2017
Q3 		$453K Hold
8,100
– – 0.06% 293
2017
Q2 		$453K Hold
8,100
– – 0.06% 294
2017
Q1 		$490K Sell
8,100
-1,000
-11% -$61.8K 0.07% 267
2016
Q4 		$535K Hold
9,100
– – 0.08% 244
2016
Q3 		$501K Sell
9,100
-800
-8% -$40.1K 0.08% 244
2016
Q2 		$499K Hold
9,900
– – 0.08% 237
2016
Q1 		$430K Hold
9,900
– – 0.08% 229
2015
Q4 		$471K Sell
9,900
-1,035
-9% -$49.8K 0.1% 208
2015
Q3 		$512K Sell
10,935
-6,500
-37% -$367K 0.13% 183
2015
Q2 		$1.1M Sell
17,435
-7,950
-31% -$540K 0.29% 104
2015
Q1 		$1.67M Buy
25,385
+35
+0.1% +$2.42K 0.45% 58
2014
Q4 		$1.85M Buy
+25,350
New +$1.79M 0.51% 44

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

USCA RIA's WES Position: Q1 2019 in Review

USCA RIA sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 7,800 shares — an estimated $329K sold.

USCA RIA first reported a position in WES in Q4 2014 and held it in 17 quarters. The position peaked at $1.85M in Q4 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • USCA RIA reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • USCA RIA sold 7,800 Western Gas Partners Lp shares in Q1 2019, an estimated $329K.
  • USCA RIA first reported a position in Western Gas Partners Lp in Q4 2014 and held it in 17 quarters.
  • USCA RIA's Western Gas Partners Lp position peaked at $1.85M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on USCA RIA's 13F filing for Q1 2019, filed 13 May 2019.