C.V. Starr & Co Trust’s Western Midstream Partners WES Stock Holding History

C.V. Starr & Co Trust’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
2020 Q2	–	Sell	-274,500	Closed	-$889K	–	22
2020 Q1	$889K	Hold	274,500	–	–	0.72%	25
2019 Q4	$5.41M	Hold	274,500	–	–	2.45%	21
2019 Q3	$6.83M	Hold	274,500	–	–	2.97%	16
2019 Q2	$8.45M	Hold	274,500	–	–	3.74%	12
2019 Q1	$8.61M	Buy	+274,500	New	+$8.72M	3.78%	11

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

C.V. Starr & Co Trust's WES Position: Q2 2020 in Review

C.V. Starr & Co Trust sold out of Western Midstream Partners (WES) in Q2 2020, closing a stake of 274,500 shares — an estimated $889K sold.

C.V. Starr & Co Trust first reported a position in WES in Q1 2019 and held it in 5 quarters. The position peaked at $8.61M in Q1 2019. 168 funds tracked by Wall St. Rank hold WES as of Q2 2020.

C.V. Starr & Co Trust reported no remaining Western Midstream Partners position as of Q2 2020 after selling out during the quarter.
C.V. Starr & Co Trust sold 274,500 Western Midstream Partners shares in Q2 2020, an estimated $889K.
C.V. Starr & Co Trust first reported a position in Western Midstream Partners in Q1 2019 and held it in 5 quarters.
C.V. Starr & Co Trust's Western Midstream Partners position peaked at $8.61M in Q1 2019.
168 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2020.

Based on C.V. Starr & Co Trust's 13F filing for Q2 2020, filed 20 Jul 2020.