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Glassman Wealth Services’s Western Midstream Partners WES Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-87
Closed -$4K – 700
2016
Q4 		$4K Buy
+87
New +$3.73K ﹤0.01% 459

Other funds holding WES

Neuberger Berman Group
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Glassman Wealth Services's WES Position: Q1 2017 in Review

Glassman Wealth Services sold out of Western Midstream Partners (WES) in Q1 2017, closing a stake of 87 shares — an estimated $4K sold.

Glassman Wealth Services first reported a position in WES in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 122 funds tracked by Wall St. Rank hold WES as of Q1 2017.

  • Glassman Wealth Services reported no remaining Western Midstream Partners position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 87 Western Midstream Partners shares in Q1 2017, an estimated $4K.
  • Glassman Wealth Services first reported a position in Western Midstream Partners in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's Western Midstream Partners position peaked at $4K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.