Jacobus Wealth Management’s Western Midstream Partners WES Stock Holding History

Jacobus Wealth 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
2016 Q2	–	Sell	-19,190	Closed	-$684K	–	259
2016 Q1	$684K	Buy	19,190 +7,515	+64%	+$217K	0.2%	92
2015 Q4	$424K	Buy	11,675 +3,210	+38%	+$128K	0.12%	138
2015 Q3	$334K	Hold	8,465	–	–	0.1%	157
2015 Q2	$508K	Buy	8,465 +650	+8%	+$40.4K	0.13%	129
2015 Q1	$469K	Buy	7,815 +275	+4%	+$16.5K	0.12%	129
2014 Q4	$454K	Buy	7,540 +3,705	+97%	+$223K	0.12%	130
2014 Q3	$234K	Hold	3,835	–	–	0.06%	193
2014 Q2	$240K	Buy	+3,835	New	+$199K	0.06%	196

Other funds holding WES

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

CCM

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

KACA

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jacobus Wealth Management's WES Position: Q2 2016 in Review

Jacobus Wealth Management sold out of Western Midstream Partners (WES) in Q2 2016, closing a stake of 19,190 shares — an estimated $684K sold.

Jacobus Wealth Management first reported a position in WES in Q2 2014 and held it in 8 quarters. The position peaked at $684K in Q1 2016. 108 funds tracked by Wall St. Rank hold WES as of Q2 2016.

Jacobus Wealth Management reported no remaining Western Midstream Partners position as of Q2 2016 after selling out during the quarter.
Jacobus Wealth Management sold 19,190 Western Midstream Partners shares in Q2 2016, an estimated $684K.
Jacobus Wealth Management first reported a position in Western Midstream Partners in Q2 2014 and held it in 8 quarters.
Jacobus Wealth Management's Western Midstream Partners position peaked at $684K in Q1 2016.
108 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.