Pointe Capital Management’s Western Midstream Partners WES Stock Holding History

Pointe Capital Management’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	-26,001	Closed	-$647K	–	139
2019 Q3	$647K	Sell	26,001 -2,616	-9%	-$69.6K	0.55%	54
2019 Q2	$880K	Buy	28,617 +8,632	+43%	+$266K	0.72%	39
2019 Q1	$627K	Buy	+19,985	New	+$635K	0.53%	58

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

Pointe Capital Management's WES Position: Q4 2019 in Review

Pointe Capital Management sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 26,001 shares — an estimated $647K sold.

Pointe Capital Management first reported a position in WES in Q1 2019 and held it in 3 quarters. The position peaked at $880K in Q2 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

Pointe Capital Management reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
Pointe Capital Management sold 26,001 Western Midstream Partners shares in Q4 2019, an estimated $647K.
Pointe Capital Management first reported a position in Western Midstream Partners in Q1 2019 and held it in 3 quarters.
Pointe Capital Management's Western Midstream Partners position peaked at $880K in Q2 2019.
203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Pointe Capital Management's 13F filing for Q4 2019, filed 4 Feb 2020.