Massachusetts Financial Services
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Massachusetts Financial Services’s Western Midstream Partners WES Stock Holding History

Massachusetts Financial Services’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
Q4 		– Sell
-674,630
Closed -$16.8M – 842
2019
Q3 		$16.8M Sell
674,630
-80,494
-11% -$2.14M 0.01% 551
2019
Q2 		$23.2M Sell
755,124
-968,012
-56% -$29.8M 0.01% 521
2019
Q1 		$54M Sell
1,723,136
-32,016
-2% -$1.02M 0.02% 385
2018
Q4 		$48.7M Sell
1,755,152
-520,321
-23% -$15.6M 0.02% 376
2018
Q3 		$68.1M Sell
2,275,473
-10,074
-0.4% -$353K 0.03% 354
2018
Q2 		$81.7M Buy
2,285,547
+1,202,446
+111% +$42.2M 0.04% 310
2018
Q1 		$35.9M Sell
1,083,101
-12,530
-1% -$477K 0.02% 432
2017
Q4 		$40.7M Sell
1,095,631
-9,350
-0.8% -$353K 0.02% 431
2017
Q3 		$45.5M Sell
1,104,981
-29,015
-3% -$1.19M 0.02% 405
2017
Q2 		$48.8M Sell
1,133,996
-73,881
-6% -$3.25M 0.02% 385
2017
Q1 		$55.7M Sell
1,207,877
-9,866
-0.8% -$447K 0.03% 348
2016
Q4 		$51.6M Buy
1,217,743
+294,378
+32% +$12.6M 0.03% 355
2016
Q3 		$39.2M Hold
923,365
– – 0.02% 406
2016
Q2 		$35.3M Sell
923,365
-16,223
-2% -$640K 0.02% 409
2016
Q1 		$33.5M Sell
939,588
-71,565
-7% -$2.07M 0.02% 418
2015
Q4 		$36.7M Sell
1,011,153
-60,693
-6% -$2.42M 0.02% 389
2015
Q3 		$42.3M Buy
1,071,846
+4,230
+0.4% +$226K 0.02% 361
2015
Q2 		$64.1M Buy
1,067,616
+218,112
+26% +$13.6M 0.03% 305
2015
Q1 		$51M Sell
849,504
-120,433
-12% -$7.24M 0.03% 346
2014
Q4 		$58.4M Buy
969,937
+34,514
+4% +$2.08M 0.03% 311
2014
Q3 		$57M Buy
935,423
+258,772
+38% +$15.4M 0.03% 322
2014
Q2 		$42.4M Hold
676,651
– – 0.02% 377
2014
Q1 		$33.2M Buy
676,651
+609,201
+903% +$25.9M 0.02% 419
2013
Q4 		$2.66M Buy
+67,450
New +$2.66M ﹤0.01% 664

Other funds holding WES

AA
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Massachusetts Financial Services's WES Position: Q4 2019 in Review

Massachusetts Financial Services sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 674,630 shares — an estimated $16.8M sold.

Massachusetts Financial Services first reported a position in WES in Q4 2013 and held it in 24 quarters. The position peaked at $81.7M in Q2 2018. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

  • Massachusetts Financial Services reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
  • Massachusetts Financial Services sold 674,630 Western Midstream Partners shares in Q4 2019, an estimated $16.8M.
  • Massachusetts Financial Services first reported a position in Western Midstream Partners in Q4 2013 and held it in 24 quarters.
  • Massachusetts Financial Services's Western Midstream Partners position peaked at $81.7M in Q2 2018.
  • 203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Massachusetts Financial Services's 13F filing for Q4 2019, filed 13 Feb 2020.