Hirtle Callaghan & Co’s Western Midstream Partners WES Stock Holding History

Hirtle Callaghan & Co’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 Q3	–	Sell	-323	Closed	-$14K	–	208
2017 Q2	$14K	Hold	323	–	–	﹤0.01%	154
2017 Q1	$15K	Buy	+323	New	+$14.6K	﹤0.01%	156
2016 Q1	–	Sell	-2,326	Closed	-$84K	–	185
2015 Q4	$84K	Hold	2,326	–	–	0.02%	102
2015 Q3	$92K	Hold	2,326	–	–	0.02%	129
2015 Q2	$140K	Buy	+2,326	New	+$145K	0.05%	111

Other funds holding WES

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

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

TCA

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Hirtle Callaghan & Co's WES Position: Q3 2017 in Review

Hirtle Callaghan & Co sold out of Western Midstream Partners (WES) in Q3 2017, closing a stake of 323 shares — an estimated $14K sold.

Hirtle Callaghan & Co first reported a position in WES in Q2 2015 and held it in 5 quarters. The position peaked at $140K in Q2 2015. 118 funds tracked by Wall St. Rank hold WES as of Q3 2017.

Hirtle Callaghan & Co reported no remaining Western Midstream Partners position as of Q3 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 323 Western Midstream Partners shares in Q3 2017, an estimated $14K.
Hirtle Callaghan & Co first reported a position in Western Midstream Partners in Q2 2015 and held it in 5 quarters.
Hirtle Callaghan & Co's Western Midstream Partners position peaked at $140K in Q2 2015.
118 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2017, filed 13 Nov 2017.