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Balentine LLC’s Western Midstream Partners WES Stock Holding History

Balentine LLC’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
2018
Q1 		– Sell
-687
Closed -$26K – 520
2017
Q4 		$26K Hold
687
– – ﹤0.01% 349
2017
Q3 		$28K Hold
687
– – ﹤0.01% 347
2017
Q2 		$30K Hold
687
– – ﹤0.01% 311
2017
Q1 		$32K Hold
687
– – ﹤0.01% 287
2016
Q4 		$29K Buy
+687
New +$29.5K ﹤0.01% 270
2016
Q3 		– Sell
-1,408
Closed -$54K – 490
2016
Q2 		$54K Buy
+1,408
New +$55.5K 0.01% 149
2016
Q1 		– Sell
-1,408
Closed -$51K – 402
2015
Q4 		$51K Hold
1,408
– – 0.01% 155
2015
Q3 		$56K Hold
1,408
– – 0.01% 151
2015
Q2 		$84K Buy
+1,408
New +$87.6K 0.01% 106

Other funds holding WES

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return