Pin Oak Investment Advisors’s Western Midstream Partners WES Stock Holding History

Pin Oak Investment Advisors’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 Q4	–	Sell	-964	Closed	-$8K	–	428
2020 Q3	$8K	Hold	964	–	–	0.01%	322
2020 Q2	$10K	Sell	964 -77	-7%	-$638	0.01%	300
2020 Q1	$3K	Sell	1,041 -1,493	-59%	-$20.5K	﹤0.01%	366
2019 Q4	$50K	Sell	2,534 -5,385	-68%	-$112K	0.04%	183
2019 Q3	$197K	Hold	7,919	–	–	0.16%	100
2019 Q2	$244K	Hold	7,919	–	–	0.19%	97
2019 Q1	$248K	Buy	+7,919	New	+$251K	0.2%	93

Other funds holding WES

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Pin Oak Investment Advisors's WES Position: Q4 2020 in Review

Pin Oak Investment Advisors sold out of Western Midstream Partners (WES) in Q4 2020, closing a stake of 964 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in WES in Q1 2019 and held it in 7 quarters. The position peaked at $248K in Q1 2019. 181 funds tracked by Wall St. Rank hold WES as of Q4 2020.

Pin Oak Investment Advisors reported no remaining Western Midstream Partners position as of Q4 2020 after selling out during the quarter.
Pin Oak Investment Advisors sold 964 Western Midstream Partners shares in Q4 2020, an estimated $8K.
Pin Oak Investment Advisors first reported a position in Western Midstream Partners in Q1 2019 and held it in 7 quarters.
Pin Oak Investment Advisors's Western Midstream Partners position peaked at $248K in Q1 2019.
181 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.