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FineMark National Bank & Trust’s Western Midstream Partners WES Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-728
Closed -$31K – 998
2016
Q4 		$31K Hold
728
– – ﹤0.01% 728
2016
Q3 		$31K Sell
728
-1,178
-62% -$44.4K ﹤0.01% 720
2016
Q2 		$73K Buy
+1,906
New +$75.2K 0.01% 514

Other funds holding WES

Neuberger Berman Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return

FineMark National Bank & Trust's WES Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Western Midstream Partners (WES) in Q1 2017, closing a stake of 728 shares — an estimated $31K sold.

FineMark National Bank & Trust first reported a position in WES in Q2 2016 and held it in 3 quarters. The position peaked at $73K in Q2 2016. 122 funds tracked by Wall St. Rank hold WES as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Western Midstream Partners position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 728 Western Midstream Partners shares in Q1 2017, an estimated $31K.
  • FineMark National Bank & Trust first reported a position in Western Midstream Partners in Q2 2016 and held it in 3 quarters.
  • FineMark National Bank & Trust's Western Midstream Partners position peaked at $73K in Q2 2016.
  • 122 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.