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Joel Isaacson & Co’s Western Midstream Partners WES Stock Holding History

Joel Isaacson & 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
2019
Q1 		– Sell
-7,000
Closed -$214K – 236
2018
Q4 		$214K Buy
+7,000
New +$210K 0.03% 212

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Joel Isaacson & Co's WES Position: Q1 2019 in Review

Joel Isaacson & Co sold out of Western Midstream Partners (WES) in Q1 2019, closing a stake of 7,000 shares — an estimated $214K sold.

Joel Isaacson & Co first reported a position in WES in Q4 2018 and held it in 1 quarter. The position peaked at $214K in Q4 2018. 226 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Joel Isaacson & Co reported no remaining Western Midstream Partners position as of Q1 2019 after selling out during the quarter.
  • Joel Isaacson & Co sold 7,000 Western Midstream Partners shares in Q1 2019, an estimated $214K.
  • Joel Isaacson & Co first reported a position in Western Midstream Partners in Q4 2018 and held it in 1 quarter.
  • Joel Isaacson & Co's Western Midstream Partners position peaked at $214K in Q4 2018.
  • 226 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2019.

Based on Joel Isaacson & Co's 13F filing for Q1 2019, filed 9 Apr 2019.