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

Cadence 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
2020 Q2	–	Sell	-1,158,411	Closed	-$3.75M	–	459
2020 Q1	$3.75M	Buy	1,158,411 +445,285	+62%	+$6.13M	0.64%	16
2019 Q4	$14M	Buy	713,126 +17,805	+3%	+$369K	1.51%	11
2019 Q3	$7.31M	Buy	695,321 +28,256	+4%	+$751K	1.04%	4
2019 Q2	$20.5M	Buy	667,065 +2,668	+0.4%	+$82.2K	2.05%	7
2019 Q1	$20.8M	Buy	664,397 +484,948	+270%	+$15.4M	1.88%	6
2018 Q4	$4.98M	Buy	179,449 +87,040	+94%	+$2.61M	0.5%	44
2018 Q3	$2.77M	Hold	92,409	–	–	0.15%	178
2018 Q2	$3.3M	Buy	92,409 +26,950	+41%	+$945K	0.2%	121
2018 Q1	$2.17M	Buy	65,459 +5,200	+9%	+$198K	0.14%	172
2017 Q4	$2.24M	Buy	60,259 +31,411	+109%	+$1.19M	0.14%	166
2017 Q3	$1.19M	Buy	+28,848	New	+$1.18M	0.07%	359

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CCM

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Cadence Capital Management's WES Position: Q2 2020 in Review

Cadence Capital Management sold out of Western Midstream Partners (WES) in Q2 2020, closing a stake of 1,158,411 shares — an estimated $3.75M sold.

Cadence Capital Management first reported a position in WES in Q3 2017 and held it in 11 quarters. The position peaked at $20.8M in Q1 2019. 168 funds tracked by Wall St. Rank hold WES as of Q2 2020.

Cadence Capital Management reported no remaining Western Midstream Partners position as of Q2 2020 after selling out during the quarter.
Cadence Capital Management sold 1,158,411 Western Midstream Partners shares in Q2 2020, an estimated $3.75M.
Cadence Capital Management first reported a position in Western Midstream Partners in Q3 2017 and held it in 11 quarters.
Cadence Capital Management's Western Midstream Partners position peaked at $20.8M in Q1 2019.
168 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2020.

Based on Cadence Capital Management's 13F filing for Q2 2020, filed 3 Aug 2020.