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Advisor Group’s Western Midstream Partners WES Stock Holding History

Advisor Group’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
Q4 		$33K Sell
1,645
-333
-17% -$6.9K ﹤0.01% 3686
2019
Q3 		$50K Sell
1,978
-757
-28% -$20.1K ﹤0.01% 3398
2019
Q2 		$84K Buy
2,735
+96
+4% +$2.96K ﹤0.01% 2993
2019
Q1 		$84K Buy
2,639
+1,892
+253% +$60.1K ﹤0.01% 3009
2018
Q4 		$20K Sell
747
-242
-24% -$7.26K ﹤0.01% 3815
2018
Q3 		$30K Buy
989
+380
+62% +$13.3K ﹤0.01% 3638
2018
Q2 		$22K Buy
609
+356
+141% +$12.5K ﹤0.01% 3662
2018
Q1 		$9K Hold
253
– – ﹤0.01% 4159
2017
Q4 		$9K Sell
253
-200
-44% -$7.55K ﹤0.01% 4153
2017
Q3 		$19K Sell
453
-124
-21% -$5.08K ﹤0.01% 3590
2017
Q2 		$25K Buy
577
+9
+2% +$396 ﹤0.01% 3359
2017
Q1 		$26K Buy
568
+333
+142% +$15.1K ﹤0.01% 3192
2016
Q4 		$10K Buy
235
+100
+74% +$4.29K ﹤0.01% 3635
2016
Q3 		$6K Buy
+135
New +$5.08K ﹤0.01% 3839

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Advisor Group's WES Position: Q4 2019 in Review

Advisor Group reduced its Western Midstream Partners (WES) stake by 17% in Q4 2019, selling an estimated $6.9K and leaving 1,645 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #3686.

Advisor Group first reported a position in WES in Q3 2016 and has held it in 14 quarters since. The position peaked at $84K in Q2 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

  • Advisor Group held 1,645 shares of Western Midstream Partners worth $33K as of Q4 2019.
  • Advisor Group sold 333 Western Midstream Partners shares in Q4 2019, an estimated $6.9K.
  • Western Midstream Partners made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3686 holding.
  • Advisor Group first reported a position in Western Midstream Partners in Q3 2016 and has held it in 14 quarters since.
  • Advisor Group's Western Midstream Partners position peaked at $84K in Q2 2019.
  • 203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.