Luther King Capital Management (LKCM)’s Western Midstream Partners WES Stock Holding History

Luther King Capital Management (LKCM)’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
2023 Q4	–	Sell	-7,625	Closed	-$208K	–	595
2023 Q3	$208K	Hold	7,625	–	–	﹤0.01%	559
2023 Q2	$202K	Hold	7,625	–	–	﹤0.01%	574
2023 Q1	$201K	Hold	7,625	–	–	﹤0.01%	560
2022 Q4	$205K	Buy	+7,625	New	+$206K	﹤0.01%	555

Other funds holding WES

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

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

TCA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Luther King Capital Management (LKCM)'s WES Position: Q4 2023 in Review

Luther King Capital Management (LKCM) sold out of Western Midstream Partners (WES) in Q4 2023, closing a stake of 7,625 shares — an estimated $208K sold.

Luther King Capital Management (LKCM) first reported a position in WES in Q4 2022 and held it in 4 quarters. The position peaked at $208K in Q3 2023. 196 funds tracked by Wall St. Rank hold WES as of Q4 2023.

Luther King Capital Management (LKCM) reported no remaining Western Midstream Partners position as of Q4 2023 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 7,625 Western Midstream Partners shares in Q4 2023, an estimated $208K.
Luther King Capital Management (LKCM) first reported a position in Western Midstream Partners in Q4 2022 and held it in 4 quarters.
Luther King Capital Management (LKCM)'s Western Midstream Partners position peaked at $208K in Q3 2023.
196 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2023.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2023, filed 9 Feb 2024.