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CWA
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
Shares
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
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1-Year Est. Return
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$115B AUM
24.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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