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Brasada Capital Management’s Western Midstream Partners WES Stock Holding History

Brasada Capital Management’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
Q1 		– Sell
-3,150
Closed -$87K – 268
2018
Q4 		$87K Sell
3,150
-7,300
-70% -$219K 0.03% 163
2018
Q3 		$313K Sell
10,450
-3,300
-24% -$116K 0.09% 157
2018
Q2 		$492K Sell
13,750
-750
-5% -$26.3K 0.15% 128
2018
Q1 		$480K Sell
14,500
-880
-6% -$33.5K 0.15% 117
2017
Q4 		$572K Buy
+15,380
New +$581K 0.19% 95

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brasada Capital Management's WES Position: Q1 2019 in Review

Brasada Capital Management sold out of Western Midstream Partners (WES) in Q1 2019, closing a stake of 3,150 shares — an estimated $87K sold.

Brasada Capital Management first reported a position in WES in Q4 2017 and held it in 5 quarters. The position peaked at $572K in Q4 2017. 226 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Brasada Capital Management reported no remaining Western Midstream Partners position as of Q1 2019 after selling out during the quarter.
  • Brasada Capital Management sold 3,150 Western Midstream Partners shares in Q1 2019, an estimated $87K.
  • Brasada Capital Management first reported a position in Western Midstream Partners in Q4 2017 and held it in 5 quarters.
  • Brasada Capital Management's Western Midstream Partners position peaked at $572K in Q4 2017.
  • 226 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2019.

Based on Brasada Capital Management's 13F filing for Q1 2019, filed 6 May 2019.