San Francisco Sentry Investment Group’s Western Midstream Partners WES Stock Holding History

San Francisco Sentry Investment Group’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 Q3	–	Sell	-250	Closed	-$16K	–	655
2014 Q2	$16K	Hold	250	–	–	0.01%	434
2014 Q1	$12K	Hold	250	–	–	﹤0.01%	507
2013 Q4	$10K	Hold	250	–	–	﹤0.01%	504
2013 Q3	$9K	Hold	250	–	–	﹤0.01%	494
2013 Q2	$10K	Buy	+250	New	+$9.22K	﹤0.01%	482

Other funds holding WES

SCA

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

San Francisco Sentry Investment Group's WES Position: Q3 2014 in Review

San Francisco Sentry Investment Group sold out of Western Midstream Partners (WES) in Q3 2014, closing a stake of 250 shares — an estimated $16K sold.

San Francisco Sentry Investment Group first reported a position in WES in Q2 2013 and held it in 5 quarters. The position peaked at $16K in Q2 2014. 84 funds tracked by Wall St. Rank hold WES as of Q3 2014.

San Francisco Sentry Investment Group reported no remaining Western Midstream Partners position as of Q3 2014 after selling out during the quarter.
San Francisco Sentry Investment Group sold 250 Western Midstream Partners shares in Q3 2014, an estimated $16K.
San Francisco Sentry Investment Group first reported a position in Western Midstream Partners in Q2 2013 and held it in 5 quarters.
San Francisco Sentry Investment Group's Western Midstream Partners position peaked at $16K in Q2 2014.
84 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2014.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2014, filed 20 Oct 2014.