Edge Advisors’s Western Midstream Partners WES Stock Holding History

Edge 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 Q2	$1.19M	Hold	33,450	–	–	0.11%	148
2018 Q1	$1.11M	Buy	33,450 +1,660	+5%	+$63.2K	0.1%	154
2017 Q4	$1.18M	Buy	31,790 +915	+3%	+$34.6K	0.12%	146
2017 Q3	$1.27M	Sell	30,875 -805	-3%	-$33K	0.14%	133
2017 Q2	$1.36M	Sell	31,680 -1,220	-4%	-$53.6K	0.16%	133
2017 Q1	$1.52M	Sell	32,900 -1,720	-5%	-$77.8K	0.19%	119
2016 Q4	$1.47M	Buy	+34,620	New	+$1.49M	0.19%	124

Other funds holding WES

Neuberger Berman Group New York $131B AUM 28.36% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Edge Advisors's WES Position: Q2 2018 in Review

Edge Advisors held its Western Midstream Partners (WES) position steady in Q2 2018 at 33,450 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #148.

Edge Advisors first reported a position in WES in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.52M in Q1 2017. 130 funds tracked by Wall St. Rank hold WES as of Q2 2018.

Edge Advisors held 33,450 shares of Western Midstream Partners worth $1.19M as of Q2 2018.
Edge Advisors left its Western Midstream Partners share count unchanged in Q2 2018.
Western Midstream Partners made up 0.11% of Edge Advisors's portfolio in Q2 2018, its #148 holding.
Edge Advisors first reported a position in Western Midstream Partners in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Western Midstream Partners position peaked at $1.52M in Q1 2017.
130 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.