First National Trust’s Western Midstream Partners WES Stock Holding History

First National 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 Q4	–	Sell	-7,935	Closed	-$327K	–	342
2017 Q3	$327K	Hold	7,935	–	–	0.04%	277
2017 Q2	$341K	Hold	7,935	–	–	0.04%	267
2017 Q1	$366K	Hold	7,935	–	–	0.05%	248
2016 Q4	$336K	Buy	+7,935	New	+$340K	0.05%	245

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

TCA

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

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

First National Trust's WES Position: Q4 2017 in Review

First National Trust sold out of Western Midstream Partners (WES) in Q4 2017, closing a stake of 7,935 shares — an estimated $327K sold.

First National Trust first reported a position in WES in Q4 2016 and held it in 4 quarters. The position peaked at $366K in Q1 2017. 125 funds tracked by Wall St. Rank hold WES as of Q4 2017.

First National Trust reported no remaining Western Midstream Partners position as of Q4 2017 after selling out during the quarter.
First National Trust sold 7,935 Western Midstream Partners shares in Q4 2017, an estimated $327K.
First National Trust first reported a position in Western Midstream Partners in Q4 2016 and held it in 4 quarters.
First National Trust's Western Midstream Partners position peaked at $366K in Q1 2017.
125 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2017.

Based on First National Trust's 13F filing for Q4 2017, filed 17 Jan 2018.