Lake Street Advisors Group’s Western Midstream Partners WES Stock Holding History

Lake Street Advisors Group’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 Q2	–	Sell	-36,000	Closed	-$1.13M	–	245
2019 Q1	$1.13M	Hold	36,000	–	–	0.12%	57
2018 Q4	$998K	Hold	36,000	–	–	0.12%	56
2018 Q3	$1.08M	Sell	36,000 -4,600	-11%	-$161K	0.12%	51
2018 Q2	$1.45M	Buy	+40,600	New	+$1.42M	0.15%	51

Other funds holding WES

TCA

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

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

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Lake Street Advisors Group's WES Position: Q2 2019 in Review

Lake Street Advisors Group sold out of Western Midstream Partners (WES) in Q2 2019, closing a stake of 36,000 shares — an estimated $1.13M sold.

Lake Street Advisors Group first reported a position in WES in Q2 2018 and held it in 4 quarters. The position peaked at $1.45M in Q2 2018. 228 funds tracked by Wall St. Rank hold WES as of Q2 2019.

Lake Street Advisors Group reported no remaining Western Midstream Partners position as of Q2 2019 after selling out during the quarter.
Lake Street Advisors Group sold 36,000 Western Midstream Partners shares in Q2 2019, an estimated $1.13M.
Lake Street Advisors Group first reported a position in Western Midstream Partners in Q2 2018 and held it in 4 quarters.
Lake Street Advisors Group's Western Midstream Partners position peaked at $1.45M in Q2 2018.
228 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2019.

Based on Lake Street Advisors Group's 13F filing for Q2 2019, filed 14 Aug 2019.