Friedberg Investment Management’s Western Midstream Partners WES Stock Holding History

Friedberg Investment Management’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 Q3	–	Sell	-15,030	Closed	-$647K	–	79
2017 Q2	$647K	Sell	15,030 -1,150	-7%	-$50.6K	0.28%	67
2017 Q1	$745K	Buy	16,180 +9,130	+130%	+$413K	0.31%	73
2016 Q4	$298K	Buy	+7,050	New	+$302K	0.14%	88
2016 Q1	–	Sell	-6,600	Closed	-$239K	–	91
2015 Q4	$239K	Buy	6,600 +900	+16%	+$35.9K	0.12%	86
2015 Q3	$224K	Sell	5,700 -1,150	-17%	-$61.5K	0.11%	84
2015 Q2	$411K	Buy	6,850 +2,680	+64%	+$167K	0.16%	90
2015 Q1	$250K	Sell	4,170 -1,300	-24%	-$78.2K	0.09%	97
2014 Q4	$329K	Buy	+5,470	New	+$330K	0.13%	92

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Friedberg Investment Management's WES Position: Q3 2017 in Review

Friedberg Investment Management sold out of Western Midstream Partners (WES) in Q3 2017, closing a stake of 15,030 shares — an estimated $647K sold.

Friedberg Investment Management first reported a position in WES in Q4 2014 and held it in 8 quarters. The position peaked at $745K in Q1 2017. 118 funds tracked by Wall St. Rank hold WES as of Q3 2017.

Friedberg Investment Management reported no remaining Western Midstream Partners position as of Q3 2017 after selling out during the quarter.
Friedberg Investment Management sold 15,030 Western Midstream Partners shares in Q3 2017, an estimated $647K.
Friedberg Investment Management first reported a position in Western Midstream Partners in Q4 2014 and held it in 8 quarters.
Friedberg Investment Management's Western Midstream Partners position peaked at $745K in Q1 2017.
118 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.