Carroll Financial Associates’s Western Midstream Partners WES Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-305	Closed	-$7K	–	1713
2019 Q3	$7K	Sell	305 -199	-39%	-$5.29K	﹤0.01%	1126
2019 Q2	$15K	Hold	504	–	–	﹤0.01%	905
2019 Q1	$15K	Buy	504 +305	+153%	+$9.68K	﹤0.01%	832
2018 Q4	$6K	Hold	199	–	–	﹤0.01%	1000
2018 Q3	$5K	Hold	199	–	–	﹤0.01%	1103
2018 Q2	$7K	Hold	199	–	–	﹤0.01%	964
2018 Q1	$6K	Hold	199	–	–	﹤0.01%	992
2017 Q4	$7K	Hold	199	–	–	﹤0.01%	936
2017 Q3	$8K	Hold	199	–	–	﹤0.01%	876
2017 Q2	$8K	Hold	199	–	–	﹤0.01%	898
2017 Q1	$9K	Hold	199	–	–	﹤0.01%	873
2016 Q4	$8K	Hold	199	–	–	﹤0.01%	863
2016 Q3	$8K	Hold	199	–	–	﹤0.01%	874
2016 Q2	$7K	Hold	199	–	–	﹤0.01%	879
2016 Q1	$7K	Buy	+199	New	+$5.75K	﹤0.01%	844

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Carroll Financial Associates's WES Position: Q4 2019 in Review

Carroll Financial Associates sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 305 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in WES in Q1 2016 and held it in 15 quarters. The position peaked at $15K in Q2 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

Carroll Financial Associates reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
Carroll Financial Associates sold 305 Western Midstream Partners shares in Q4 2019, an estimated $7K.
Carroll Financial Associates first reported a position in Western Midstream Partners in Q1 2016 and held it in 15 quarters.
Carroll Financial Associates's Western Midstream Partners position peaked at $15K in Q2 2019.
203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.