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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

Other funds holding WES

AA
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Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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.