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Berman Capital Advisors’s Western Midstream Partners WES Stock Holding History

Berman Capital 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
2021
Q3 		$48K Hold
2,320
– – 0.01% 694
2021
Q2 		$49K Hold
2,320
– – 0.01% 591
2021
Q1 		$42K Hold
2,320
– – 0.01% 542
2020
Q4 		$32K Sell
2,320
-2,475
-52% -$28.4K 0.01% 543
2020
Q3 		$37K Hold
4,795
– – 0.01% 425
2020
Q2 		$47K Sell
4,795
-5,747
-55% -$47.6K 0.01% 338
2020
Q1 		$33K Sell
10,542
-6,528
-38% -$89.8K 0.01% 374
2019
Q4 		$335K Buy
17,070
+786
+5% +$16.3K 0.1% 97
2019
Q3 		$404K Buy
16,284
+3,148
+24% +$83.7K 0.13% 79
2019
Q2 		$402K Buy
13,136
+312
+2% +$9.62K 0.13% 77
2019
Q1 		$401K Buy
12,824
+2,399
+23% +$76.2K 0.13% 74
2018
Q4 		$289K Buy
10,425
+1,150
+12% +$34.5K 0.11% 83
2018
Q3 		$278K Buy
9,275
+1,025
+12% +$35.9K 0.12% 83
2018
Q2 		$295K Hold
8,250
– – 0.1% 85
2018
Q1 		$273K Buy
8,250
+175
+2% +$6.66K 0.1% 83
2017
Q4 		$300K Buy
+8,075
New +$305K 0.1% 75

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Berman Capital Advisors's WES Position: Q3 2021 in Review

Berman Capital Advisors held its Western Midstream Partners (WES) position steady in Q3 2021 at 2,320 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #694.

Berman Capital Advisors first reported a position in WES in Q4 2017 and has held it in 16 quarters since. The position peaked at $404K in Q3 2019. 184 funds tracked by Wall St. Rank hold WES as of Q3 2021.

  • Berman Capital Advisors held 2,320 shares of Western Midstream Partners worth $48K as of Q3 2021.
  • Berman Capital Advisors left its Western Midstream Partners share count unchanged in Q3 2021.
  • Western Midstream Partners made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #694 holding.
  • Berman Capital Advisors first reported a position in Western Midstream Partners in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Western Midstream Partners position peaked at $404K in Q3 2019.
  • 184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.