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Castleton Investment Management’s Western Midstream Partners WES Stock Holding History

Castleton Investment 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
2019
Q2 		– Sell
-230,000
Closed -$7.21M – 34
2019
Q1 		$7.21M Buy
+230,000
New +$7.3M 2.46% 15
2017
Q1 		– Sell
-19,000
Closed -$805K – 69
2016
Q4 		$805K Buy
+19,000
New +$815K 0.32% 52

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Castleton Investment Management's WES Position: Q2 2019 in Review

Castleton Investment Management sold out of Western Midstream Partners (WES) in Q2 2019, closing a stake of 230,000 shares — an estimated $7.21M sold.

Castleton Investment Management first reported a position in WES in Q4 2016 and held it in 2 quarters. The position peaked at $7.21M in Q1 2019. 228 funds tracked by Wall St. Rank hold WES as of Q2 2019.

  • Castleton Investment Management reported no remaining Western Midstream Partners position as of Q2 2019 after selling out during the quarter.
  • Castleton Investment Management sold 230,000 Western Midstream Partners shares in Q2 2019, an estimated $7.21M.
  • Castleton Investment Management first reported a position in Western Midstream Partners in Q4 2016 and held it in 2 quarters.
  • Castleton Investment Management's Western Midstream Partners position peaked at $7.21M in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2019.

Based on Castleton Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.