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 21.71% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return