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

Hillsdale 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
2023
Q1 		– Sell
-400
Closed -$10.7K – 654
2022
Q4 		$10.7K Buy
+400
New +$10.8K ﹤0.01% 527

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TCA
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Goldman Sachs
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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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hillsdale Investment Management's WES Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Western Midstream Partners (WES) in Q1 2023, closing a stake of 400 shares — an estimated $10.7K sold.

Hillsdale Investment Management first reported a position in WES in Q4 2022 and held it in 1 quarter. The position peaked at $10.7K in Q4 2022. 193 funds tracked by Wall St. Rank hold WES as of Q1 2023.

  • Hillsdale Investment Management reported no remaining Western Midstream Partners position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 400 Western Midstream Partners shares in Q1 2023, an estimated $10.7K.
  • Hillsdale Investment Management first reported a position in Western Midstream Partners in Q4 2022 and held it in 1 quarter.
  • Hillsdale Investment Management's Western Midstream Partners position peaked at $10.7K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.