Charter Research & Investment Group’s Western Midstream Partners WES Stock Holding History

Charter Research & Investment 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
2020 Q4	–	Sell	-27,672	Closed	-$221K	–	81
2020 Q3	$221K	Sell	27,672 -878	-3%	-$7.92K	0.24%	70
2020 Q2	$287K	Sell	28,550 -2,442	-8%	-$20.2K	0.33%	67
2020 Q1	$100K	Sell	30,992 -12,963	-29%	-$178K	0.13%	71
2019 Q4	$865K	Sell	43,955 -1,450	-3%	-$30.1K	0.88%	36
2019 Q3	$1.13M	Hold	45,405	–	–	1.22%	32
2019 Q2	$1.4M	Sell	45,405 -534	-1%	-$16.5K	1.55%	26
2019 Q1	$1.44M	Buy	+45,939	New	+$1.46M	1.59%	23

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Charter Research & Investment Group's WES Position: Q4 2020 in Review

Charter Research & Investment Group sold out of Western Midstream Partners (WES) in Q4 2020, closing a stake of 27,672 shares — an estimated $221K sold.

Charter Research & Investment Group first reported a position in WES in Q1 2019 and held it in 7 quarters. The position peaked at $1.44M in Q1 2019. 181 funds tracked by Wall St. Rank hold WES as of Q4 2020.

Charter Research & Investment Group reported no remaining Western Midstream Partners position as of Q4 2020 after selling out during the quarter.
Charter Research & Investment Group sold 27,672 Western Midstream Partners shares in Q4 2020, an estimated $221K.
Charter Research & Investment Group first reported a position in Western Midstream Partners in Q1 2019 and held it in 7 quarters.
Charter Research & Investment Group's Western Midstream Partners position peaked at $1.44M in Q1 2019.
181 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2020.

Based on Charter Research & Investment Group's 13F filing for Q4 2020, filed 12 Feb 2021.