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Fortis Advisors’s Western Midstream Partners WES Stock Holding History

Fortis 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
2019
Q2 		– Sell
-386
Closed -$12K – 362
2019
Q1 		$12K Buy
+386
New +$12.3K 0.01% 281

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortis Advisors's WES Position: Q2 2019 in Review

Fortis Advisors sold out of Western Midstream Partners (WES) in Q2 2019, closing a stake of 386 shares — an estimated $12K sold.

Fortis Advisors first reported a position in WES in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 228 funds tracked by Wall St. Rank hold WES as of Q2 2019.

  • Fortis Advisors reported no remaining Western Midstream Partners position as of Q2 2019 after selling out during the quarter.
  • Fortis Advisors sold 386 Western Midstream Partners shares in Q2 2019, an estimated $12K.
  • Fortis Advisors first reported a position in Western Midstream Partners in Q1 2019 and held it in 1 quarter.
  • Fortis Advisors's Western Midstream Partners position peaked at $12K in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2019.

Based on Fortis Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.