Kore Private Wealth’s Western Midstream Partners WES Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,722	Closed	-$17K	–	1082
2020 Q2	$17K	Hold	1,722	–	–	﹤0.01%	690
2020 Q1	$6K	Sell	1,722 -430	-20%	-$5.92K	﹤0.01%	787
2019 Q4	$42K	Buy	+2,152	New	+$44.6K	0.01%	509
2019 Q2	–	Sell	-2,152	Closed	-$67K	–	791
2019 Q1	$67K	Buy	2,152 +980	+84%	+$31.1K	0.02%	333
2018 Q4	$32K	Buy	+1,172	New	+$35.2K	0.01%	437

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kore Private Wealth's WES Position: Q3 2020 in Review

Kore Private Wealth sold out of Western Midstream Partners (WES) in Q3 2020, closing a stake of 1,722 shares — an estimated $17K sold.

Kore Private Wealth first reported a position in WES in Q4 2018 and held it in 5 quarters. The position peaked at $67K in Q1 2019. 166 funds tracked by Wall St. Rank hold WES as of Q3 2020.

Kore Private Wealth reported no remaining Western Midstream Partners position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,722 Western Midstream Partners shares in Q3 2020, an estimated $17K.
Kore Private Wealth first reported a position in Western Midstream Partners in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Western Midstream Partners position peaked at $67K in Q1 2019.
166 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.