Security National Trust’s Western Midstream Partners WES Stock Holding History

Security National Trust’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	-7,625	Closed	-$235K	–	369
2019 Q2	$235K	Hold	7,625	–	–	0.07%	146
2019 Q1	$239K	Buy	+7,625	New	+$242K	0.08%	141

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 $2.79B AUM 24.88% 1-Year Est. Return

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

Security National Trust's WES Position: Q3 2019 in Review

Security National Trust sold out of Western Midstream Partners (WES) in Q3 2019, closing a stake of 7,625 shares — an estimated $235K sold.

Security National Trust first reported a position in WES in Q1 2019 and held it in 2 quarters. The position peaked at $239K in Q1 2019. 217 funds tracked by Wall St. Rank hold WES as of Q3 2019.

Security National Trust reported no remaining Western Midstream Partners position as of Q3 2019 after selling out during the quarter.
Security National Trust sold 7,625 Western Midstream Partners shares in Q3 2019, an estimated $235K.
Security National Trust first reported a position in Western Midstream Partners in Q1 2019 and held it in 2 quarters.
Security National Trust's Western Midstream Partners position peaked at $239K in Q1 2019.
217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2019.

Based on Security National Trust's 13F filing for Q3 2019, filed 1 Nov 2019.