MHI Funds’s Western Midstream Partners WES Stock Holding History

MHI Funds’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	-7,112	Closed	-$177K	–	55
2019 Q3	$177K	Buy	7,112 +741	+12%	+$19.7K	0.21%	51
2019 Q2	$196K	Buy	+6,371	New	+$196K	0.23%	48
2018 Q3	–	Sell	-7,793	Closed	-$279K	–	102
2018 Q2	$279K	Hold	7,793	–	–	0.24%	54
2018 Q1	$258K	Hold	7,793	–	–	0.22%	48
2017 Q4	$290K	Buy	+7,793	New	+$294K	0.25%	45

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

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

HFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCM

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

MHI Funds's WES Position: Q4 2019 in Review

MHI Funds sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 7,112 shares — an estimated $177K sold.

MHI Funds first reported a position in WES in Q4 2017 and held it in 5 quarters. The position peaked at $290K in Q4 2017. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

MHI Funds reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
MHI Funds sold 7,112 Western Midstream Partners shares in Q4 2019, an estimated $177K.
MHI Funds first reported a position in Western Midstream Partners in Q4 2017 and held it in 5 quarters.
MHI Funds's Western Midstream Partners position peaked at $290K in Q4 2017.
203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on MHI Funds's 13F filing for Q4 2019, filed 4 Feb 2020.