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Capital Bank & Trust’s Western Midstream Partners WES Stock Holding History

Capital Bank & 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
2018
Q4 		– Sell
-373
Closed -$11K – 852
2018
Q3 		$11K Buy
+373
New +$13.1K ﹤0.01% 657

Other funds holding WES

Neuberger Berman Group
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CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Bank & Trust's WES Position: Q4 2018 in Review

Capital Bank & Trust sold out of Western Midstream Partners (WES) in Q4 2018, closing a stake of 373 shares — an estimated $11K sold.

Capital Bank & Trust first reported a position in WES in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 127 funds tracked by Wall St. Rank hold WES as of Q4 2018.

  • Capital Bank & Trust reported no remaining Western Midstream Partners position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 373 Western Midstream Partners shares in Q4 2018, an estimated $11K.
  • Capital Bank & Trust first reported a position in Western Midstream Partners in Q3 2018 and held it in 1 quarter.
  • Capital Bank & Trust's Western Midstream Partners position peaked at $11K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.