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Castellan Group’s Western Midstream Partners WES Stock Holding History

Castellan Group’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
2021
Q4 		– Sell
-90,900
Closed -$1.91M – 93
2021
Q3 		$1.91M Buy
+90,900
New +$1.81M 0.98% 40

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Invesco
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Castellan Group's WES Position: Q4 2021 in Review

Castellan Group sold out of Western Midstream Partners (WES) in Q4 2021, closing a stake of 90,900 shares — an estimated $1.91M sold.

Castellan Group first reported a position in WES in Q3 2021 and held it in 1 quarter. The position peaked at $1.91M in Q3 2021. 195 funds tracked by Wall St. Rank hold WES as of Q4 2021.

  • Castellan Group reported no remaining Western Midstream Partners position as of Q4 2021 after selling out during the quarter.
  • Castellan Group sold 90,900 Western Midstream Partners shares in Q4 2021, an estimated $1.91M.
  • Castellan Group first reported a position in Western Midstream Partners in Q3 2021 and held it in 1 quarter.
  • Castellan Group's Western Midstream Partners position peaked at $1.91M in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2021.

Based on Castellan Group's 13F filing for Q4 2021, filed 16 Feb 2022.