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Caption Management’s Western Midstream Partners WES Stock Holding History

Caption 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
2024
Q1 		– Sell
-100,000
Closed -$2.93M – 2047
2023
Q4 		$2.93M Buy
+100,000
New +$2.79M 0.32% 500
2020
Q4 		– Sell
-200,000
Closed -$1.6M – 1518
2020
Q3 		$1.6M Hold
200,000
– – 0.25% 505
2020
Q2 		$2.01M Buy
200,000
+150,000
+300% +$1.24M 0.41% 381
2020
Q1 		$162K Buy
+50,000
New +$688K 0.05% 725
2019
Q2 		– Sell
-100,800
Closed -$3.16M – 994
2019
Q1 		$3.16M Hold
100,800
– – 1.12% 171
2018
Q4 		$2.79M Buy
100,800
+800
+0.8% +$24K 1.08% 136
2018
Q3 		$2.99M Buy
+100,000
New +$3.5M 1.08% 166

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AA
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Invesco
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Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return