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Mount Yale Investment Advisors’s Western Midstream Partners WES Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-660
Closed -$22K – 785
2018
Q3 		$22K Buy
+660
New +$23.1K ﹤0.01% 764

Other funds holding WES

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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mount Yale Investment Advisors's WES Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Western Midstream Partners (WES) in Q4 2018, closing a stake of 660 shares — an estimated $22K sold.

Mount Yale Investment Advisors first reported a position in WES in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 127 funds tracked by Wall St. Rank hold WES as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Western Midstream Partners position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 660 Western Midstream Partners shares in Q4 2018, an estimated $22K.
  • Mount Yale Investment Advisors first reported a position in Western Midstream Partners in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Western Midstream Partners position peaked at $22K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.