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Founders Financial Alliance’s Western Midstream Partners WES Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-200
Closed -$2K – 1239
2020
Q3 		$2K Buy
+200
New +$1.8K ﹤0.01% 1240

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Founders Financial Alliance's WES Position: Q4 2020 in Review

Founders Financial Alliance sold out of Western Midstream Partners (WES) in Q4 2020, closing a stake of 200 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in WES in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 181 funds tracked by Wall St. Rank hold WES as of Q4 2020.

  • Founders Financial Alliance reported no remaining Western Midstream Partners position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 200 Western Midstream Partners shares in Q4 2020, an estimated $2K.
  • Founders Financial Alliance first reported a position in Western Midstream Partners in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Western Midstream Partners position peaked at $2K in Q3 2020.
  • 181 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.