CPWM LLC’s Western Midstream Partners WES Stock Holding History

CPWM LLC’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 Q1	–	Sell	-12,721	Closed	-$250K	–	285
2019 Q4	$250K	Hold	12,721	–	–	0.03%	240
2019 Q3	$317K	Buy	+12,721	New	+$338K	0.04%	225

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

CCM

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

CPWM LLC's WES Position: Q1 2020 in Review

CPWM LLC sold out of Western Midstream Partners (WES) in Q1 2020, closing a stake of 12,721 shares — an estimated $250K sold.

CPWM LLC first reported a position in WES in Q3 2019 and held it in 2 quarters. The position peaked at $317K in Q3 2019. 185 funds tracked by Wall St. Rank hold WES as of Q1 2020.

CPWM LLC reported no remaining Western Midstream Partners position as of Q1 2020 after selling out during the quarter.
CPWM LLC sold 12,721 Western Midstream Partners shares in Q1 2020, an estimated $250K.
CPWM LLC first reported a position in Western Midstream Partners in Q3 2019 and held it in 2 quarters.
CPWM LLC's Western Midstream Partners position peaked at $317K in Q3 2019.
185 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2020.

Based on CPWM LLC's 13F filing for Q1 2020, filed 11 May 2020.