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Lucas Capital Management’s Western Midstream Partners WES Stock Holding History

Lucas Capital Management’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
Q4 		$353K Sell
25,517
-11,868
-32% -$136K 0.41% 37
2020
Q3 		$299K Sell
37,385
-13,230
-26% -$119K 0.4% 35
2020
Q2 		$508K Sell
50,615
-38,978
-44% -$323K 0.7% 33
2020
Q1 		$290K Buy
89,593
+12,901
+17% +$178K 0.44% 38
2019
Q4 		$1.51M Buy
76,692
+11,755
+18% +$244K 1.79% 24
2019
Q3 		$1.62M Buy
64,937
+13,079
+25% +$348K 2.06% 22
2019
Q2 		$1.6M Buy
51,858
+181
+0.4% +$5.58K 1.89% 25
2019
Q1 		$1.62M Buy
51,677
+2,282
+5% +$72.5K 1.91% 23
2018
Q4 		$1.37M Sell
49,395
-3,062
-6% -$91.9K 1.8% 24
2018
Q3 		$1.57M Sell
52,457
-2,171
-4% -$76.1K 1.9% 23
2018
Q2 		$1.95M Sell
54,628
-657
-1% -$23K 1.85% 19
2018
Q1 		$1.79M Sell
55,285
-2,487
-4% -$94.7K 1.74% 21
2017
Q4 		$2.13M Buy
57,772
+3,468
+6% +$131K 1.85% 17
2017
Q3 		$2.24M Sell
54,304
-30,019
-36% -$1.23M 2% 17
2017
Q2 		$3.63M Buy
84,323
+23,319
+38% +$1.03M 2.63% 7
2017
Q1 		$2.81M Sell
61,004
-30,485
-33% -$1.38M 2.08% 14
2016
Q4 		$3.88M Sell
91,489
-9,655
-10% -$414K 2.8% 8
2016
Q3 		$4.3M Buy
101,144
+6,195
+7% +$233K 3.29% 6
2016
Q2 		$3.63M Buy
94,949
+12,568
+15% +$496K 2.57% 9
2016
Q1 		$2.94M Sell
82,381
-8,629
-9% -$249K 2.14% 12
2015
Q4 		$3.3M Sell
91,010
-1,662
-2% -$66.2K 2.12% 11
2015
Q3 		$3.65M Buy
92,672
+1,499
+2% +$80.1K 2.12% 9
2015
Q2 		$5.47M Buy
91,173
+5,438
+6% +$338K 2.43% 6
2015
Q1 		$5.14M Sell
85,735
-33,449
-28% -$2.01M 2.08% 11
2014
Q4 		$7.18M Sell
119,184
-7,310
-6% -$440K 2.67% 10
2014
Q3 		$7.71M Sell
126,494
-12,590
-9% -$748K 2.37% 9
2014
Q2 		$8.72M Buy
139,084
+1,322
+1% +$68.8K 2.77% 6
2014
Q1 		$6.76M Buy
137,762
+41,212
+43% +$1.75M 2.16% 13
2013
Q4 		$3.81M Buy
96,550
+6,021
+7% +$238K 1.27% 27
2013
Q3 		$3.37M Buy
90,529
+43,817
+94% +$1.72M 1.15% 29
2013
Q2 		$1.92M Buy
+46,712
New +$1.72M 0.55% 44

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Lucas Capital Management's WES Position: Q4 2020 in Review

Lucas Capital Management reduced its Western Midstream Partners (WES) stake by 32% in Q4 2020, selling an estimated $136K and leaving 25,517 shares worth $353K. The position accounts for 0.41% of the portfolio, ranked #37.

Lucas Capital Management first reported a position in WES in Q2 2013 and has held it in 31 quarters since. The position peaked at $8.72M in Q2 2014. 181 funds tracked by Wall St. Rank hold WES as of Q4 2020.

  • Lucas Capital Management held 25,517 shares of Western Midstream Partners worth $353K as of Q4 2020.
  • Lucas Capital Management sold 11,868 Western Midstream Partners shares in Q4 2020, an estimated $136K.
  • Western Midstream Partners made up 0.41% of Lucas Capital Management's portfolio in Q4 2020, its #37 holding.
  • Lucas Capital Management first reported a position in Western Midstream Partners in Q2 2013 and has held it in 31 quarters since.
  • Lucas Capital Management's Western Midstream Partners position peaked at $8.72M in Q2 2014.
  • 181 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2020.

Based on Lucas Capital Management's 13F filing for Q4 2020, filed 27 Jan 2021.