Proficio Capital Partners’s Western Midstream Partners WES Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-1,611	Closed	-$50K	–	1537
2019 Q2	$50K	Buy	+1,611	New	+$49.7K	0.02%	382
2017 Q4	–	Sell	-5,342	Closed	-$220K	–	1325
2017 Q3	$220K	Hold	5,342	–	–	0.09%	147
2017 Q2	$226K	Buy	5,342 +519	+11%	+$22.8K	0.09%	159
2017 Q1	$212K	Sell	4,823 -387	-7%	-$17.5K	0.09%	156
2016 Q4	$221K	Hold	5,210	–	–	0.09%	129
2016 Q3	$221K	Buy	5,210 +880	+20%	+$33.1K	0.13%	117
2016 Q2	$161K	Buy	+4,330	New	+$171K	0.1%	145

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

Goldman Sachs New York $1.15T AUM 47.82% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

HFA

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

CCM

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

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

Proficio Capital Partners's WES Position: Q3 2019 in Review

Proficio Capital Partners sold out of Western Midstream Partners (WES) in Q3 2019, closing a stake of 1,611 shares — an estimated $50K sold.

Proficio Capital Partners first reported a position in WES in Q2 2016 and held it in 7 quarters. The position peaked at $226K in Q2 2017. 217 funds tracked by Wall St. Rank hold WES as of Q3 2019.

Proficio Capital Partners reported no remaining Western Midstream Partners position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,611 Western Midstream Partners shares in Q3 2019, an estimated $50K.
Proficio Capital Partners first reported a position in Western Midstream Partners in Q2 2016 and held it in 7 quarters.
Proficio Capital Partners's Western Midstream Partners position peaked at $226K in Q2 2017.
217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.