Global Wealth Management Investment Advisory’s Western Midstream Partners WES Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-763	Closed	-$10.5K	–	674
2019 Q4	$15K	Hold	763	–	–	0.01%	300
2019 Q3	$19K	Hold	763	–	–	0.01%	256
2019 Q2	$23K	Hold	763	–	–	0.01%	254
2019 Q1	$24K	Buy	+763	New	+$24.2K	0.01%	290

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Global Wealth Management Investment Advisory's WES Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Western Midstream Partners (WES) in Q1 2020, closing a stake of 763 shares — an estimated $10.5K sold.

Global Wealth Management Investment Advisory first reported a position in WES in Q1 2019 and held it in 4 quarters. The position peaked at $24K in Q1 2019. 185 funds tracked by Wall St. Rank hold WES as of Q1 2020.

Global Wealth Management Investment Advisory reported no remaining Western Midstream Partners position as of Q1 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 763 Western Midstream Partners shares in Q1 2020, an estimated $10.5K.
Global Wealth Management Investment Advisory first reported a position in Western Midstream Partners in Q1 2019 and held it in 4 quarters.
Global Wealth Management Investment Advisory's Western Midstream Partners position peaked at $24K in Q1 2019.
185 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.