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Independence Trust’s Western Midstream Partners WES Stock Holding History

Independence Trust’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
2014
Q3 		– Sell
-5,251
Closed -$329K – 112
2014
Q2 		$329K Hold
5,251
– – 0.21% 81
2014
Q1 		$258K Hold
5,251
– – 0.18% 85
2013
Q4 		$207K Buy
+5,251
New +$207K 0.14% 101
2013
Q3 		– Sell
-5,346
Closed -$220K – 108
2013
Q2 		$220K Buy
+5,346
New +$197K 0.16% 91

Other funds holding WES

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Independence Trust's WES Position: Q3 2014 in Review

Independence Trust sold out of Western Midstream Partners (WES) in Q3 2014, closing a stake of 5,251 shares — an estimated $329K sold.

Independence Trust first reported a position in WES in Q2 2013 and held it in 4 quarters. The position peaked at $329K in Q2 2014. 84 funds tracked by Wall St. Rank hold WES as of Q3 2014.

  • Independence Trust reported no remaining Western Midstream Partners position as of Q3 2014 after selling out during the quarter.
  • Independence Trust sold 5,251 Western Midstream Partners shares in Q3 2014, an estimated $329K.
  • Independence Trust first reported a position in Western Midstream Partners in Q2 2013 and held it in 4 quarters.
  • Independence Trust's Western Midstream Partners position peaked at $329K in Q2 2014.
  • 84 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2014.

Based on Independence Trust's 13F filing for Q3 2014, filed 14 Oct 2014.