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MYCIO Wealth Partners’s Western Midstream Partners WES Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-161
Closed -$7K – 666
2016
Q3 		$7K Hold
161
– – ﹤0.01% 618
2016
Q2 		$6K Hold
161
– – ﹤0.01% 641
2016
Q1 		$6K Hold
161
– – ﹤0.01% 590
2015
Q4 		$6K Buy
+161
New +$6.41K ﹤0.01% 593

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 $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MYCIO Wealth Partners's WES Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Western Midstream Partners (WES) in Q4 2016, closing a stake of 161 shares — an estimated $7K sold.

MYCIO Wealth Partners first reported a position in WES in Q4 2015 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 120 funds tracked by Wall St. Rank hold WES as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Western Midstream Partners position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 161 Western Midstream Partners shares in Q4 2016, an estimated $7K.
  • MYCIO Wealth Partners first reported a position in Western Midstream Partners in Q4 2015 and held it in 4 quarters.
  • MYCIO Wealth Partners's Western Midstream Partners position peaked at $7K in Q3 2016.
  • 120 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.