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Ladenburg Thalmann Financial Services’s Western Midstream Partners WES Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$401K Buy
19,293
+15,361
+391% +$318K ﹤0.01% 1999
2019
Q3 		$98K Sell
3,932
-14,478
-79% -$385K ﹤0.01% 2948
2019
Q2 		$566K Sell
18,410
-1,271
-6% -$39.2K ﹤0.01% 1647
2019
Q1 		$617K Buy
19,681
+19,666
+131,107% +$624K ﹤0.01% 1527
2018
Q4 		$0 Hold
15
– – ﹤0.01% 5348
2018
Q3 		$0 Hold
15
– – ﹤0.01% 5326
2018
Q2 		$0 Hold
15
– – ﹤0.01% 5158
2018
Q1 		$0 Buy
+15
New +$571 ﹤0.01% 5214
2017
Q4 		– Sell
-25
Closed -$1K – 5129
2017
Q3 		$1K Sell
25
-500
-95% -$20.5K ﹤0.01% 4835
2017
Q2 		$23K Hold
525
– – ﹤0.01% 3532
2017
Q1 		$24K Hold
525
– – ﹤0.01% 3441
2016
Q4 		$22K Buy
525
+500
+2,000% +$21.5K ﹤0.01% 3434
2016
Q3 		$1K Sell
25
-1,667
-99% -$62.8K ﹤0.01% 4665
2016
Q2 		$65K Sell
1,692
-25
-1% -$986 ﹤0.01% 2489
2016
Q1 		$61K Buy
1,717
+51
+3% +$1.47K ﹤0.01% 2437
2015
Q4 		$60K Sell
1,666
-87
-5% -$3.47K ﹤0.01% 2433
2015
Q3 		$69K Hold
1,753
– – ﹤0.01% 2262
2015
Q2 		$105K Sell
1,753
-4
-0.2% -$249 ﹤0.01% 2068
2015
Q1 		$105K Sell
1,757
-28
-2% -$1.68K ﹤0.01% 2055
2014
Q4 		$108K Buy
1,785
+33
+2% +$1.99K ﹤0.01% 1842
2014
Q3 		$107K Buy
1,752
+65
+4% +$3.86K ﹤0.01% 1565
2014
Q2 		$106K Hold
1,687
– – ﹤0.01% 1572
2014
Q1 		$83K Buy
1,687
+87
+5% +$3.7K ﹤0.01% 1619
2013
Q4 		$63K Hold
1,600
– – ﹤0.01% 1757
2013
Q3 		$60K Buy
+1,600
New +$62.9K ﹤0.01% 1702

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Ladenburg Thalmann Financial Services's WES Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Western Midstream Partners (WES) stake by 391% in Q4 2019, buying an estimated $318K and bringing the position to 19,293 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Ladenburg Thalmann Financial Services first reported a position in WES in Q3 2013 and has held it in 25 quarters since. The position peaked at $617K in Q1 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 19,293 shares of Western Midstream Partners worth $401K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 15,361 Western Midstream Partners shares in Q4 2019, an estimated $318K.
  • Western Midstream Partners made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1999 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Western Midstream Partners in Q3 2013 and has held it in 25 quarters since.
  • Ladenburg Thalmann Financial Services's Western Midstream Partners position peaked at $617K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.