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Lenox Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Lenox Wealth 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
2019
Q4 		– Sell
-1,312
Closed -$33K – 828
2019
Q3 		$33K Buy
+1,312
New +$34.9K 0.01% 207

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Lenox Wealth Advisors's WES Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 1,312 shares — an estimated $33K sold.

Lenox Wealth Advisors first reported a position in WES in Q3 2019 and held it in 1 quarter. The position peaked at $33K in Q3 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

  • Lenox Wealth Advisors reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1,312 Western Midstream Partners shares in Q4 2019, an estimated $33K.
  • Lenox Wealth Advisors first reported a position in Western Midstream Partners in Q3 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Western Midstream Partners position peaked at $33K in Q3 2019.
  • 203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.