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Cypress Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Cypress Wealth Advisors’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
Q1 		– Sell
-49,600
Closed -$1.38M – 84
2018
Q4 		$1.38M Sell
49,600
-250
-0.5% -$7.5K 1.89% 17
2018
Q3 		$1.49M Buy
49,850
+850
+2% +$29.8K 1.57% 25
2018
Q2 		$1.75M Sell
49,000
-9,275
-16% -$325K 1.9% 18
2018
Q1 		$1.93M Buy
58,275
+1,500
+3% +$57.1K 2.09% 13
2017
Q4 		$2.11M Buy
+56,775
New +$2.14M 2.02% 14
2017
Q3 		– Sell
-5,400
Closed -$232K – 79
2017
Q2 		$232K Sell
5,400
-21,050
-80% -$926K 0.27% 68
2017
Q1 		$1.22M Sell
26,450
-1,800
-6% -$81.5K 0.56% 43
2016
Q4 		$1.2M Sell
28,250
-150
-0.5% -$6.44K 0.55% 47
2016
Q3 		$1.21M Buy
28,400
+4,600
+19% +$173K 0.54% 47
2016
Q2 		$910K Buy
23,800
+1,450
+6% +$57.2K 0.45% 55
2016
Q1 		$797K Buy
22,350
+550
+3% +$15.9K 0.36% 54
2015
Q4 		$791K Buy
21,800
+275
+1% +$11K 0.4% 54
2015
Q3 		$849K Buy
21,525
+325
+2% +$17.4K 0.46% 49
2015
Q2 		$1.27M Buy
+21,200
New +$1.32M 0.74% 40

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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cypress Wealth Advisors's WES Position: Q1 2019 in Review

Cypress Wealth Advisors sold out of Western Midstream Partners (WES) in Q1 2019, closing a stake of 49,600 shares — an estimated $1.38M sold.

Cypress Wealth Advisors first reported a position in WES in Q2 2015 and held it in 14 quarters. The position peaked at $2.11M in Q4 2017. 226 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Cypress Wealth Advisors reported no remaining Western Midstream Partners position as of Q1 2019 after selling out during the quarter.
  • Cypress Wealth Advisors sold 49,600 Western Midstream Partners shares in Q1 2019, an estimated $1.38M.
  • Cypress Wealth Advisors first reported a position in Western Midstream Partners in Q2 2015 and held it in 14 quarters.
  • Cypress Wealth Advisors's Western Midstream Partners position peaked at $2.11M in Q4 2017.
  • 226 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.