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Mid Atlantic Financial Management’s Western Midstream Partners WES Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		– Sell
-10,000
Closed -$214K – 978
2021
Q2 		$214K Buy
+10,000
New +$207K 0.01% 818

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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Mid Atlantic Financial Management's WES Position: Q3 2021 in Review

Mid Atlantic Financial Management sold out of Western Midstream Partners (WES) in Q3 2021, closing a stake of 10,000 shares — an estimated $214K sold.

Mid Atlantic Financial Management first reported a position in WES in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 184 funds tracked by Wall St. Rank hold WES as of Q3 2021.

  • Mid Atlantic Financial Management reported no remaining Western Midstream Partners position as of Q3 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 10,000 Western Midstream Partners shares in Q3 2021, an estimated $214K.
  • Mid Atlantic Financial Management first reported a position in Western Midstream Partners in Q2 2021 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Western Midstream Partners position peaked at $214K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.