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Belmont Global Advisors’s Western Midstream Partners WES Stock Holding History

Belmont Global Advisors’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
2015
Q3 		– Sell
-4,414
Closed -$265K – 84
2015
Q2 		$265K Buy
+4,414
New +$275K 0.3% 83
2015
Q1 		– Sell
-8,800
Closed -$530K – 109
2014
Q4 		$530K Sell
8,800
-24,700
-74% -$1.49M 0.53% 53
2014
Q3 		$2.04M Sell
33,500
-11,500
-26% -$683K 1.64% 16
2014
Q2 		$2.82M Buy
45,000
+18,500
+70% +$962K 2.05% 10
2014
Q1 		$1.3M Hold
26,500
– – 1.09% 24
2013
Q4 		$1.05M Buy
+26,500
New +$1.05M 0.85% 33

Other funds holding WES

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return