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Signature Financial Management’s Western Midstream Partners WES Stock Holding History

Signature Financial 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
2017
Q3 		– Sell
-7,600
Closed -$327K – 176
2017
Q2 		$327K Buy
7,600
+50
+0.7% +$2.2K 0.1% 105
2017
Q1 		$348K Buy
+7,550
New +$342K 0.11% 101

Other funds holding WES

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Signature Financial Management's WES Position: Q3 2017 in Review

Signature Financial Management sold out of Western Midstream Partners (WES) in Q3 2017, closing a stake of 7,600 shares — an estimated $327K sold.

Signature Financial Management first reported a position in WES in Q1 2017 and held it in 2 quarters. The position peaked at $348K in Q1 2017. 118 funds tracked by Wall St. Rank hold WES as of Q3 2017.

  • Signature Financial Management reported no remaining Western Midstream Partners position as of Q3 2017 after selling out during the quarter.
  • Signature Financial Management sold 7,600 Western Midstream Partners shares in Q3 2017, an estimated $327K.
  • Signature Financial Management first reported a position in Western Midstream Partners in Q1 2017 and held it in 2 quarters.
  • Signature Financial Management's Western Midstream Partners position peaked at $348K in Q1 2017.
  • 118 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2017.

Based on Signature Financial Management's 13F filing for Q3 2017, filed 13 Nov 2017.