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JNBA Financial Advisors’s Western Midstream Partners WES Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-14,250
Closed -$605K – 1349
2016
Q3 		$605K Buy
+14,250
New +$537K 0.09% 82

Other funds holding WES

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

JNBA Financial Advisors's WES Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Western Midstream Partners (WES) in Q4 2016, closing a stake of 14,250 shares — an estimated $605K sold.

JNBA Financial Advisors first reported a position in WES in Q3 2016 and held it in 1 quarter. The position peaked at $605K in Q3 2016. 120 funds tracked by Wall St. Rank hold WES as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Western Midstream Partners position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 14,250 Western Midstream Partners shares in Q4 2016, an estimated $605K.
  • JNBA Financial Advisors first reported a position in Western Midstream Partners in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Western Midstream Partners position peaked at $605K in Q3 2016.
  • 120 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.