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Beirne Wealth Consulting Services’s Western Midstream Partners WES Stock Holding History

Beirne Wealth Consulting Services’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 		– Sell
-12,518
Closed -$312K – 130
2019
Q3 		$312K Sell
12,518
-1,181
-9% -$31.4K 0.26% 93
2019
Q2 		$422K Sell
13,699
-1,309
-9% -$40.4K 0.38% 75
2019
Q1 		$471K Buy
+15,008
New +$477K 0.37% 86

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 $9.6B 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

Beirne Wealth Consulting Services's WES Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 12,518 shares — an estimated $312K sold.

Beirne Wealth Consulting Services first reported a position in WES in Q1 2019 and held it in 3 quarters. The position peaked at $471K in Q1 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 12,518 Western Midstream Partners shares in Q4 2019, an estimated $312K.
  • Beirne Wealth Consulting Services first reported a position in Western Midstream Partners in Q1 2019 and held it in 3 quarters.
  • Beirne Wealth Consulting Services's Western Midstream Partners position peaked at $471K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.