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Mosaic Family Wealth’s Western Midstream Partners WES Stock Holding History

Mosaic Family Wealth’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
Q1 		– Sell
-10,322
Closed -$143K – 168
2020
Q4 		$143K Sell
10,322
-1,407
-12% -$16.2K 0.05% 151
2020
Q3 		$94K Buy
11,729
+51
+0.4% +$460 0.04% 139
2020
Q2 		$117K Sell
11,678
-1,548
-12% -$12.8K 0.05% 139
2020
Q1 		$43K Sell
13,226
-767
-5% -$10.6K 0.02% 129
2019
Q4 		$276K Sell
13,993
-746
-5% -$15.5K 0.11% 123
2019
Q3 		$366K Sell
14,739
-1,008
-6% -$26.8K 0.15% 103
2019
Q2 		$485K Buy
+15,747
New +$485K 0.2% 83
2019
Q1 		– Sell
-1,371
Closed -$38K – 721
2018
Q4 		$38K Buy
1,371
+10
+0.7% +$300 0.02% 342
2018
Q3 		$40K Buy
1,361
+7
+0.5% +$245 0.02% 347
2018
Q2 		$48K Buy
1,354
+7
+0.5% +$246 0.02% 317
2018
Q1 		$45K Sell
1,347
-393
-23% -$15K 0.02% 324
2017
Q4 		$65K Sell
1,740
-244
-12% -$9.21K 0.02% 291
2017
Q3 		$82K Sell
1,984
-394
-17% -$16.1K 0.03% 284
2017
Q2 		$102K Sell
2,378
-407
-15% -$17.9K 0.04% 254
2017
Q1 		$128K Buy
2,785
+4
+0.1% +$181 0.06% 234
2016
Q4 		$118K Buy
2,781
+5
+0.2% +$215 0.05% 239
2016
Q3 		$118K Sell
2,776
-692
-20% -$26.1K 0.05% 237
2016
Q2 		$133K Buy
3,468
+5
+0.1% +$197 0.06% 198
2016
Q1 		$123K Sell
3,463
-224
-6% -$6.47K 0.06% 197
2015
Q4 		$133K Buy
+3,687
New +$147K 0.06% 183

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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

Mosaic Family Wealth's WES Position: Q1 2021 in Review

Mosaic Family Wealth sold out of Western Midstream Partners (WES) in Q1 2021, closing a stake of 10,322 shares — an estimated $143K sold.

Mosaic Family Wealth first reported a position in WES in Q4 2015 and held it in 20 quarters. The position peaked at $485K in Q2 2019. 178 funds tracked by Wall St. Rank hold WES as of Q1 2021.

  • Mosaic Family Wealth reported no remaining Western Midstream Partners position as of Q1 2021 after selling out during the quarter.
  • Mosaic Family Wealth sold 10,322 Western Midstream Partners shares in Q1 2021, an estimated $143K.
  • Mosaic Family Wealth first reported a position in Western Midstream Partners in Q4 2015 and held it in 20 quarters.
  • Mosaic Family Wealth's Western Midstream Partners position peaked at $485K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2021.

Based on Mosaic Family Wealth's 13F filing for Q1 2021, filed 27 Apr 2021.