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Geneva Advisors’s Western Midstream Partners WES Stock Holding History

Geneva 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
2017
Q2 		– Sell
-12,453
Closed -$574K – 795
2017
Q1 		$574K Buy
+12,453
New +$564K 0.01% 474

Other funds holding WES

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Geneva Advisors's WES Position: Q2 2017 in Review

Geneva Advisors sold out of Western Midstream Partners (WES) in Q2 2017, closing a stake of 12,453 shares — an estimated $574K sold.

Geneva Advisors first reported a position in WES in Q1 2017 and held it in 1 quarter. The position peaked at $574K in Q1 2017. 117 funds tracked by Wall St. Rank hold WES as of Q2 2017.

  • Geneva Advisors reported no remaining Western Midstream Partners position as of Q2 2017 after selling out during the quarter.
  • Geneva Advisors sold 12,453 Western Midstream Partners shares in Q2 2017, an estimated $574K.
  • Geneva Advisors first reported a position in Western Midstream Partners in Q1 2017 and held it in 1 quarter.
  • Geneva Advisors's Western Midstream Partners position peaked at $574K in Q1 2017.
  • 117 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.