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Next Financial Group’s Western Midstream Partners WES Stock Holding History

Next Financial Group’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
-763
Closed -$15K – 2438
2019
Q4 		$15K Hold
763
– – ﹤0.01% 1630
2019
Q3 		$19K Hold
763
– – ﹤0.01% 1473
2019
Q2 		$23K Hold
763
– – ﹤0.01% 1416
2019
Q1 		$24K Buy
+763
New +$24.2K 0.01% 924
2017
Q1 		– Sell
-575
Closed -$24K – 2314
2016
Q4 		$24K Hold
575
– – ﹤0.01% 1300
2016
Q3 		$24K Buy
+575
New +$21.7K ﹤0.01% 1277

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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 $564B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return