LVW Advisors’s Western Midstream Partners WES Stock Holding History

LVW 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 Q3	–	Sell	-8,375	Closed	-$258K	–	184
2019 Q2	$258K	Buy	+8,375	New	+$258K	0.07%	132
2019 Q1	–	Hold	0	–	–	–	105
2018 Q4	–	Hold	0	–	–	–	138
2018 Q3	–	Hold	0	–	–	–	129
2018 Q2	–	Hold	0	–	–	–	126
2018 Q1	–	Hold	0	–	–	–	123
2017 Q4	–	Hold	0	–	–	–	124
2017 Q3	–	Sell	-16,400	Closed	-$672K	–	69
2017 Q2	$706K	Buy	+16,400	New	+$721K	0.25%	54
2017 Q1	–	Hold	0	–	–	–	53
2016 Q4	–	Hold	0	–	–	–	59
2016 Q3	–	Hold	0	–	–	–	57
2016 Q2	–	Hold	0	–	–	–	60
2016 Q1	–	Hold	0	–	–	–	72
2015 Q4	–	Hold	0	–	–	–	88

Other funds holding WES

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

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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

CCM

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

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

LVW Advisors's WES Position: Q3 2019 in Review

LVW Advisors sold out of Western Midstream Partners (WES) in Q3 2019, closing a stake of 8,375 shares — an estimated $258K sold.

LVW Advisors first reported a position in WES in Q2 2017 and held it in 2 quarters. The position peaked at $706K in Q2 2017. 217 funds tracked by Wall St. Rank hold WES as of Q3 2019.

LVW Advisors reported no remaining Western Midstream Partners position as of Q3 2019 after selling out during the quarter.
LVW Advisors sold 8,375 Western Midstream Partners shares in Q3 2019, an estimated $258K.
LVW Advisors first reported a position in Western Midstream Partners in Q2 2017 and held it in 2 quarters.
LVW Advisors's Western Midstream Partners position peaked at $706K in Q2 2017.
217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2019.

Based on LVW Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.