V
WES

Veritable’s Western Gas Partners Lp WES Stock Holding History

Veritable’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
-5,942
Closed -$251K – 832
2018
Q4 		$251K Sell
5,942
-5,238
-47% -$233K 0.01% 664
2018
Q3 		$488K Sell
11,180
-1,328
-11% -$65.8K 0.01% 506
2018
Q2 		$605K Buy
12,508
+175
+1% +$8.52K 0.01% 461
2018
Q1 		$526K Sell
12,333
-702
-5% -$34.2K 0.01% 483
2017
Q4 		$627K Buy
13,035
+9
+0.1% +$428 0.01% 450
2017
Q3 		$668K Sell
13,026
-75
-0.6% -$3.9K 0.01% 432
2017
Q2 		$733K Buy
13,101
+768
+6% +$43.6K 0.02% 418
2017
Q1 		$746K Hold
12,333
– – 0.02% 389
2016
Q4 		$725K Sell
12,333
-4,289
-26% -$242K 0.02% 373
2016
Q3 		$915K Buy
16,622
+165
+1% +$8.26K 0.02% 332
2016
Q2 		$829K Hold
16,457
– – 0.02% 335
2016
Q1 		$714K Hold
16,457
– – 0.02% 357
2015
Q4 		$782K Buy
16,457
+9,870
+150% +$475K 0.02% 364
2015
Q3 		$308K Hold
6,587
– – 0.01% 570
2015
Q2 		$417K Sell
6,587
-2,275
-26% -$154K 0.01% 506
2015
Q1 		$584K Hold
8,862
– – 0.01% 560
2014
Q4 		$647K Sell
8,862
-3,668
-29% -$259K 0.01% 521
2014
Q3 		$940K Buy
12,530
+1,643
+15% +$124K 0.02% 426
2014
Q2 		$833K Hold
10,887
– – 0.02% 451
2014
Q1 		$721K Hold
10,887
– – 0.02% 479
2013
Q4 		$672K Buy
10,887
+600
+6% +$36.2K 0.01% 491
2013
Q3 		$619K Buy
10,287
+400
+4% +$24.3K 0.01% 511
2013
Q2 		$642K Buy
+9,887
New +$593K 0.02% 505

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

Veritable's WES Position: Q1 2019 in Review

Veritable sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 5,942 shares — an estimated $251K sold.

Veritable first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $940K in Q3 2014. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Veritable reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Veritable sold 5,942 Western Gas Partners Lp shares in Q1 2019, an estimated $251K.
  • Veritable first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Veritable's Western Gas Partners Lp position peaked at $940K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Veritable's 13F filing for Q1 2019, filed 15 May 2019.