Level Four Advisory Services’s Western Midstream Partners WES Stock Holding History

Level Four Advisory 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
2018 Q1	–	Sell	-5,861	Closed	-$218K	–	565
2017 Q4	$218K	Sell	5,861 -1,027	-15%	-$38.8K	0.02%	503
2017 Q3	$284K	Buy	6,888 +880	+15%	+$36K	0.03%	428
2017 Q2	$280K	Sell	6,008 -978	-14%	-$43K	0.04%	390
2017 Q1	$325K	Buy	6,986 +622	+10%	+$28.2K	0.03%	398
2016 Q4	$270K	Buy	+6,364	New	+$273K	0.03%	387

Other funds holding WES

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

CCM

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Level Four Advisory Services's WES Position: Q1 2018 in Review

Level Four Advisory Services sold out of Western Midstream Partners (WES) in Q1 2018, closing a stake of 5,861 shares — an estimated $218K sold.

Level Four Advisory Services first reported a position in WES in Q4 2016 and held it in 5 quarters. The position peaked at $325K in Q1 2017. 131 funds tracked by Wall St. Rank hold WES as of Q1 2018.

Level Four Advisory Services reported no remaining Western Midstream Partners position as of Q1 2018 after selling out during the quarter.
Level Four Advisory Services sold 5,861 Western Midstream Partners shares in Q1 2018, an estimated $218K.
Level Four Advisory Services first reported a position in Western Midstream Partners in Q4 2016 and held it in 5 quarters.
Level Four Advisory Services's Western Midstream Partners position peaked at $325K in Q1 2017.
131 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.