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

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

TCA

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

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

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

Marquette Asset Management's WES Position: Q3 2020 in Review

Marquette Asset Management sold out of Western Midstream Partners (WES) in Q3 2020, closing a stake of 28,407 shares — an estimated $285K sold.

Marquette Asset Management first reported a position in WES in Q1 2018 and held it in 8 quarters. The position peaked at $874K in Q2 2019. 166 funds tracked by Wall St. Rank hold WES as of Q3 2020.

Marquette Asset Management reported no remaining Western Midstream Partners position as of Q3 2020 after selling out during the quarter.
Marquette Asset Management sold 28,407 Western Midstream Partners shares in Q3 2020, an estimated $285K.
Marquette Asset Management first reported a position in Western Midstream Partners in Q1 2018 and held it in 8 quarters.
Marquette Asset Management's Western Midstream Partners position peaked at $874K in Q2 2019.
166 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2020.

Based on Marquette Asset Management's 13F filing for Q3 2020, filed 27 Oct 2020.