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

OTA 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
2017
Q1 		– Sell
-20,091
Closed -$850K – 82
2016
Q4 		$850K Buy
20,091
+1,319
+7% +$56.6K 0.44% 25
2016
Q3 		$797K Buy
18,772
+6,772
+56% +$255K 0.72% 22
2016
Q2 		$459K Sell
12,000
-6,214
-34% -$245K 0.35% 39
2016
Q1 		$649K Buy
+18,214
New +$526K 1.13% 27

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

OTA Financial Group's WES Position: Q1 2017 in Review

OTA Financial Group sold out of Western Midstream Partners (WES) in Q1 2017, closing a stake of 20,091 shares — an estimated $850K sold.

OTA Financial Group first reported a position in WES in Q1 2016 and held it in 4 quarters. The position peaked at $850K in Q4 2016. 122 funds tracked by Wall St. Rank hold WES as of Q1 2017.

  • OTA Financial Group reported no remaining Western Midstream Partners position as of Q1 2017 after selling out during the quarter.
  • OTA Financial Group sold 20,091 Western Midstream Partners shares in Q1 2017, an estimated $850K.
  • OTA Financial Group first reported a position in Western Midstream Partners in Q1 2016 and held it in 4 quarters.
  • OTA Financial Group's Western Midstream Partners position peaked at $850K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2017.

Based on OTA Financial Group's 13F filing for Q1 2017, filed 28 Apr 2017.