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Old North State Trust’s Western Midstream Partners WES Stock Holding History

Old North State Trust’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
2019
Q2 		– Sell
-68
Closed -$2K – 374
2019
Q1 		$2K Buy
+68
New +$2.16K ﹤0.01% 358

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Old North State Trust's WES Position: Q2 2019 in Review

Old North State Trust sold out of Western Midstream Partners (WES) in Q2 2019, closing a stake of 68 shares — an estimated $2K sold.

Old North State Trust first reported a position in WES in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 228 funds tracked by Wall St. Rank hold WES as of Q2 2019.

  • Old North State Trust reported no remaining Western Midstream Partners position as of Q2 2019 after selling out during the quarter.
  • Old North State Trust sold 68 Western Midstream Partners shares in Q2 2019, an estimated $2K.
  • Old North State Trust first reported a position in Western Midstream Partners in Q1 2019 and held it in 1 quarter.
  • Old North State Trust's Western Midstream Partners position peaked at $2K in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2019.

Based on Old North State Trust's 13F filing for Q2 2019, filed 16 Jul 2019.