WEC
WES

Winslow Evans & Crocker’s Western Gas Partners Lp WES Stock Holding History

Winslow Evans & Crocker’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
-1,000
Closed -$44K – 1372
2018
Q4 		$44K Hold
1,000
– – 0.01% 485
2018
Q3 		$44K Hold
1,000
– – 0.01% 511
2018
Q2 		$50K Hold
1,000
– – 0.02% 500
2018
Q1 		$42.7K Hold
1,000
– – 0.01% 513
2017
Q4 		$48.1K Hold
1,000
– – 0.02% 501
2017
Q3 		$51.3K Sell
1,000
-600
-38% -$31.2K 0.02% 471
2017
Q2 		$89.5K Hold
1,600
– – 0.02% 452
2017
Q1 		$96.7K Sell
1,600
-300
-16% -$18.5K 0.03% 422
2016
Q4 		$112K Hold
1,900
– – 0.03% 387
2016
Q3 		$105K Hold
1,900
– – 0.03% 399
2016
Q2 		$95.8K Hold
1,900
– – 0.03% 390
2016
Q1 		$82.5K Sell
1,900
-500
-21% -$18.5K 0.02% 409
2015
Q4 		$114K Hold
2,400
– – 0.03% 371
2015
Q3 		$112K Sell
2,400
-200
-8% -$11.3K 0.04% 370
2015
Q2 		$165K Hold
2,600
– – 0.05% 348
2015
Q1 		$171K Hold
2,600
– – 0.05% 328
2014
Q4 		$190K Hold
2,600
– – 0.05% 291
2014
Q3 		$195K Buy
2,600
+1,000
+63% +$75.7K 0.06% 309
2014
Q2 		$122K Sell
1,600
-900
-36% -$63.7K 0.04% 334
2014
Q1 		$165K Sell
2,500
-7,160
-74% -$445K 0.06% 284
2013
Q4 		$596K Buy
+9,660
New +$583K 0.2% 121

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

Winslow Evans & Crocker's WES Position: Q1 2019 in Review

Winslow Evans & Crocker sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,000 shares — an estimated $44K sold.

Winslow Evans & Crocker first reported a position in WES in Q4 2013 and held it in 21 quarters. The position peaked at $596K in Q4 2013. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Winslow Evans & Crocker reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,000 Western Gas Partners Lp shares in Q1 2019, an estimated $44K.
  • Winslow Evans & Crocker first reported a position in Western Gas Partners Lp in Q4 2013 and held it in 21 quarters.
  • Winslow Evans & Crocker's Western Gas Partners Lp position peaked at $596K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Winslow Evans & Crocker's 13F filing for Q1 2019, filed 22 Apr 2019.