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	–	2434
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	–	2311
2016 Q4	$24K	Hold	575	–	–	﹤0.01%	1300
2016 Q3	$24K	Buy	+575	New	+$21.7K	﹤0.01%	1277

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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 $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Next Financial Group's WES Position: Q1 2020 in Review

Next Financial Group sold out of Western Midstream Partners (WES) in Q1 2020, closing a stake of 763 shares — an estimated $15K sold.

Next Financial Group first reported a position in WES in Q3 2016 and held it in 6 quarters. The position peaked at $24K in Q1 2019. 185 funds tracked by Wall St. Rank hold WES as of Q1 2020.

Next Financial Group reported no remaining Western Midstream Partners position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 763 Western Midstream Partners shares in Q1 2020, an estimated $15K.
Next Financial Group first reported a position in Western Midstream Partners in Q3 2016 and held it in 6 quarters.
Next Financial Group's Western Midstream Partners position peaked at $24K in Q1 2019.
185 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.