MAM
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Marquette Asset Management’s Western Midstream Partners WES Stock Holding History

Marquette Asset 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
Q3 		– Sell
-28,407
Closed -$285K – 243
2020
Q2 		$285K Hold
28,407
– – 0.09% 54
2020
Q1 		$92K Hold
28,407
– – 0.04% 108
2019
Q4 		$559K Hold
28,407
– – 0.18% 43
2019
Q3 		$707K Hold
28,407
– – 0.24% 44
2019
Q2 		$874K Buy
+28,407
New +$876K 0.3% 40
2018
Q4 		– Sell
-22,122
Closed -$662K – 105
2018
Q3 		$662K Hold
22,122
– – 0.21% 46
2018
Q2 		$791K Hold
22,122
– – 0.27% 41
2018
Q1 		$733K Buy
+22,122
New +$842K 0.27% 42

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return