Freestone Capital Holdings’s Western Midstream Partners WES Stock Holding History

Freestone Capital Holdings’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 Q4	–	Sell	-40,013	Closed	-$1.2M	–	457
2018 Q3	$1.2M	Buy	+40,013	New	+$1.4M	0.01%	203
2018 Q2	–	Sell	-40,013	Closed	-$1.32M	–	375
2018 Q1	$1.32M	Buy	40,013 +11,779	+42%	+$449K	0.08%	185
2017 Q4	$1.05M	Buy	+28,234	New	+$1.07M	0.07%	212

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

TCA

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

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Freestone Capital Holdings's WES Position: Q4 2018 in Review

Freestone Capital Holdings sold out of Western Midstream Partners (WES) in Q4 2018, closing a stake of 40,013 shares — an estimated $1.2M sold.

Freestone Capital Holdings first reported a position in WES in Q4 2017 and held it in 3 quarters. The position peaked at $1.32M in Q1 2018. 127 funds tracked by Wall St. Rank hold WES as of Q4 2018.

Freestone Capital Holdings reported no remaining Western Midstream Partners position as of Q4 2018 after selling out during the quarter.
Freestone Capital Holdings sold 40,013 Western Midstream Partners shares in Q4 2018, an estimated $1.2M.
Freestone Capital Holdings first reported a position in Western Midstream Partners in Q4 2017 and held it in 3 quarters.
Freestone Capital Holdings's Western Midstream Partners position peaked at $1.32M in Q1 2018.
127 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2018.

Based on Freestone Capital Holdings's 13F filing for Q4 2018, filed 12 Feb 2019.