Harvest Fund Advisors’s Western Midstream Partners WES Stock Holding History

Harvest Fund 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
2020 Q1	$11.8M	Sell	3,629,627 -4,559,774	-56%	-$62.8M	0.24%	24
2019 Q4	$161M	Buy	8,189,401 +1,289,775	+19%	+$26.7M	1.79%	15
2019 Q3	$172M	Buy	6,899,626 +1,153,951	+20%	+$30.7M	1.79%	16
2019 Q2	$177M	Buy	5,745,675 +2,739,844	+91%	+$84.5M	1.76%	17
2019 Q1	$94.3M	Buy	+3,005,831	New	+$95.4M	0.92%	22
2015 Q4	–	Sell	-802,590	Closed	-$31.6M	–	62
2015 Q3	$31.6M	Buy	802,590 +227,020	+39%	+$12.1M	0.49%	40
2015 Q2	$34.5M	Buy	+575,570	New	+$35.8M	0.47%	47
2014 Q1	–	Sell	-14,784	Closed	-$912K	–	56
2013 Q4	$912K	Sell	14,784 -140,729	-90%	-$5.56M	0.02%	56
2013 Q3	$5.78M	Sell	155,513 -28,309	-15%	-$1.11M	0.19%	36
2013 Q2	$7.57M	Buy	+183,822	New	+$6.78M	0.3%	34

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Harvest Fund Advisors's WES Position: Q1 2020 in Review

Harvest Fund Advisors reduced its Western Midstream Partners (WES) stake by 56% in Q1 2020, selling an estimated $62.8M and leaving 3,629,627 shares worth $11.8M. The position accounts for 0.24% of the portfolio, ranked #24.

Harvest Fund Advisors first reported a position in WES in Q2 2013 and has held it in 10 quarters since. The position peaked at $177M in Q2 2019. 185 funds tracked by Wall St. Rank hold WES as of Q1 2020.

Harvest Fund Advisors held 3,629,627 shares of Western Midstream Partners worth $11.8M as of Q1 2020.
Harvest Fund Advisors sold 4,559,774 Western Midstream Partners shares in Q1 2020, an estimated $62.8M.
Western Midstream Partners made up 0.24% of Harvest Fund Advisors's portfolio in Q1 2020, its #24 holding.
Harvest Fund Advisors first reported a position in Western Midstream Partners in Q2 2013 and has held it in 10 quarters since.
Harvest Fund Advisors's Western Midstream Partners position peaked at $177M in Q2 2019.
185 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2020.

Based on Harvest Fund Advisors's 13F filing for Q1 2020, filed 15 May 2020.