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Patriot Financial Group Insurance Agency’s Western Midstream Partners WES Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-226
Closed -$1K – 1857
2020
Q1 		$1K Buy
226
+9
+4% +$124 ﹤0.01% 1510
2019
Q4 		$4K Buy
217
+7
+3% +$145 ﹤0.01% 1020
2019
Q3 		$5K Buy
210
+5
+2% +$133 ﹤0.01% 959
2019
Q2 		$6K Buy
+205
New +$6.32K ﹤0.01% 917

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WES Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Western Midstream Partners (WES) in Q2 2020, closing a stake of 226 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WES in Q2 2019 and held it in 4 quarters. The position peaked at $6K in Q2 2019. 168 funds tracked by Wall St. Rank hold WES as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Western Midstream Partners position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 226 Western Midstream Partners shares in Q2 2020, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Western Midstream Partners in Q2 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Western Midstream Partners position peaked at $6K in Q2 2019.
  • 168 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.