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New Capital Management’s Western Midstream Partners WES Stock Holding History

New Capital 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
2020
Q1 		– Sell
-2,857
Closed -$56K – 135
2019
Q4 		$56K Buy
2,857
+87
+3% +$1.8K 0.09% 56
2019
Q3 		$69K Buy
+2,770
New +$73.7K 0.06% 45

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

New Capital Management's WES Position: Q1 2020 in Review

New Capital Management sold out of Western Midstream Partners (WES) in Q1 2020, closing a stake of 2,857 shares — an estimated $56K sold.

New Capital Management first reported a position in WES in Q3 2019 and held it in 2 quarters. The position peaked at $69K in Q3 2019. 185 funds tracked by Wall St. Rank hold WES as of Q1 2020.

  • New Capital Management reported no remaining Western Midstream Partners position as of Q1 2020 after selling out during the quarter.
  • New Capital Management sold 2,857 Western Midstream Partners shares in Q1 2020, an estimated $56K.
  • New Capital Management first reported a position in Western Midstream Partners in Q3 2019 and held it in 2 quarters.
  • New Capital Management's Western Midstream Partners position peaked at $69K in Q3 2019.
  • 185 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2020.

Based on New Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.