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Robert N. Shapiro’s Western Midstream Partners WES Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$61K Hold
1,007
– – 0.01% 420
2014
Q3 		$61K Sell
1,007
-548
-35% -$32.5K 0.01% 451
2014
Q2 		$97K Hold
1,555
– – 0.02% 376
2014
Q1 		$76K Hold
1,555
– – 0.01% 409
2013
Q4 		$61K Hold
1,555
– – 0.01% 428
2013
Q3 		$58K Hold
1,555
– – 0.01% 548
2013
Q2 		$64K Buy
+1,555
New +$57.4K 0.01% 491

Other funds holding WES

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robert N. Shapiro's WES Position: Q4 2014 in Review

Robert N. Shapiro held its Western Midstream Partners (WES) position steady in Q4 2014 at 1,007 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #420.

Robert N. Shapiro first reported a position in WES in Q2 2013 and has held it in 7 quarters since. The position peaked at $97K in Q2 2014. 89 funds tracked by Wall St. Rank hold WES as of Q4 2014.

  • Robert N. Shapiro held 1,007 shares of Western Midstream Partners worth $61K as of Q4 2014.
  • Robert N. Shapiro left its Western Midstream Partners share count unchanged in Q4 2014.
  • Western Midstream Partners made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #420 holding.
  • Robert N. Shapiro first reported a position in Western Midstream Partners in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Western Midstream Partners position peaked at $97K in Q2 2014.
  • 89 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.