Penn Davis McFarland’s Western Midstream Partners WES Stock Holding History

Penn Davis McFarland’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 Q4	–	Sell	-8,388	Closed	-$209K	–	52
2019 Q3	$209K	Hold	8,388	–	–	0.07%	38
2019 Q2	$258K	Hold	8,388	–	–	0.09%	31
2019 Q1	$263K	Buy	+8,388	New	+$266K	0.09%	31

Other funds holding WES

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Penn Davis McFarland's WES Position: Q4 2019 in Review

Penn Davis McFarland sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 8,388 shares — an estimated $209K sold.

Penn Davis McFarland first reported a position in WES in Q1 2019 and held it in 3 quarters. The position peaked at $263K in Q1 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

Penn Davis McFarland reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
Penn Davis McFarland sold 8,388 Western Midstream Partners shares in Q4 2019, an estimated $209K.
Penn Davis McFarland first reported a position in Western Midstream Partners in Q1 2019 and held it in 3 quarters.
Penn Davis McFarland's Western Midstream Partners position peaked at $263K in Q1 2019.
203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Penn Davis McFarland's 13F filing for Q4 2019, filed 17 Jan 2020.