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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return