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Advisory Research’s Western Midstream Partners WES Stock Holding History

Advisory Research’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
Q3 		– Sell
-1,629,976
Closed -$50.2M – 367
2019
Q2 		$50.2M Sell
1,629,976
-1,673,966
-51% -$51.6M 0.99% 25
2019
Q1 		$104M Buy
3,303,942
+2,767,648
+516% +$87.9M 2% 10
2018
Q4 		$14.9M Sell
536,294
-69,506
-11% -$2.09M 0.32% 89
2018
Q3 		$18.1M Sell
605,800
-449,560
-43% -$15.8M 0.3% 85
2018
Q2 		$37.7M Sell
1,055,360
-263,622
-20% -$9.25M 0.6% 38
2018
Q1 		$43.7M Buy
1,318,982
+431
+0% +$16.4K 0.79% 36
2017
Q4 		$49M Sell
1,318,551
-16,210
-1% -$612K 0.81% 40
2017
Q3 		$55M Sell
1,334,761
-220,010
-14% -$9.01M 0.87% 29
2017
Q2 		$66.9M Sell
1,554,771
-40,733
-3% -$1.79M 1.05% 20
2017
Q1 		$73.6M Buy
1,595,504
+7,500
+0.5% +$339K 1.08% 19
2016
Q4 		$67.3M Sell
1,588,004
-33,058
-2% -$1.42M 1% 24
2016
Q3 		$68.9M Sell
1,621,062
-274,358
-14% -$10.3M 1.12% 22
2016
Q2 		$72.5M Sell
1,895,420
-345,859
-15% -$13.6M 1.25% 22
2016
Q1 		$79.9M Sell
2,241,279
-339,750
-13% -$9.82M 1.51% 18
2015
Q4 		$93.7M Sell
2,581,029
-458,372
-15% -$18.3M 1.42% 19
2015
Q3 		$120M Buy
3,039,401
+89,154
+3% +$4.77M 1.71% 13
2015
Q2 		$177M Sell
2,950,247
-56,075
-2% -$3.49M 2.01% 8
2015
Q1 		$180M Buy
3,006,322
+111,628
+4% +$6.71M 1.97% 10
2014
Q4 		$174M Buy
2,894,694
+188,955
+7% +$11.4M 1.81% 10
2014
Q3 		$165M Buy
2,705,739
+92,475
+4% +$5.49M 1.6% 13
2014
Q2 		$164M Buy
2,613,264
+111,430
+4% +$5.8M 1.52% 14
2014
Q1 		$123M Buy
2,501,834
+127,590
+5% +$5.42M 1.27% 21
2013
Q4 		$93.8M Buy
2,374,244
+722,252
+44% +$28.5M 0.97% 36
2013
Q3 		$61.4M Buy
1,651,992
+106,936
+7% +$4.21M 0.66% 54
2013
Q2 		$63.6M Buy
+1,545,056
New +$57M 0.72% 49

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Advisory Research's WES Position: Q3 2019 in Review

Advisory Research sold out of Western Midstream Partners (WES) in Q3 2019, closing a stake of 1,629,976 shares — an estimated $50.2M sold.

Advisory Research first reported a position in WES in Q2 2013 and held it in 25 quarters. The position peaked at $180M in Q1 2015. 217 funds tracked by Wall St. Rank hold WES as of Q3 2019.

  • Advisory Research reported no remaining Western Midstream Partners position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 1,629,976 Western Midstream Partners shares in Q3 2019, an estimated $50.2M.
  • Advisory Research first reported a position in Western Midstream Partners in Q2 2013 and held it in 25 quarters.
  • Advisory Research's Western Midstream Partners position peaked at $180M in Q1 2015.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.