Doliver Advisors’s Western Midstream Partners WES Stock Holding History

Doliver 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
2018 Q3	–	Sell	-5,598	Closed	-$200K	–	306
2018 Q2	$200K	Buy	+5,598	New	+$196K	0.08%	224
2018 Q1	–	Sell	-5,598	Closed	-$208K	–	375
2017 Q4	$208K	Hold	5,598	–	–	0.08%	227
2017 Q3	$231K	Hold	5,598	–	–	0.1%	191
2017 Q2	$241K	Buy	+5,598	New	+$246K	0.12%	195

Other funds holding WES

Neuberger Berman Group New York $150B AUM 40.08% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Doliver Advisors's WES Position: Q3 2018 in Review

Doliver Advisors sold out of Western Midstream Partners (WES) in Q3 2018, closing a stake of 5,598 shares — an estimated $200K sold.

Doliver Advisors first reported a position in WES in Q2 2017 and held it in 4 quarters. The position peaked at $241K in Q2 2017. 133 funds tracked by Wall St. Rank hold WES as of Q3 2018.

Doliver Advisors reported no remaining Western Midstream Partners position as of Q3 2018 after selling out during the quarter.
Doliver Advisors sold 5,598 Western Midstream Partners shares in Q3 2018, an estimated $200K.
Doliver Advisors first reported a position in Western Midstream Partners in Q2 2017 and held it in 4 quarters.
Doliver Advisors's Western Midstream Partners position peaked at $241K in Q2 2017.
133 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.