SFS
WES icon

Sowell Financial Services’s Western Midstream Partners WES Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,079
Closed -$22K – 2730
2021
Q1 		$22K Buy
1,079
+20
+2% +$340 ﹤0.01% 2032
2020
Q4 		$15K Buy
1,059
+29
+3% +$333 ﹤0.01% 1869
2020
Q3 		$8K Buy
1,030
+30
+3% +$271 ﹤0.01% 1887
2020
Q2 		$10K Buy
+1,000
New +$8.29K ﹤0.01% 1710
2017
Q1 		– Hold
0
– -$8K – 564
2016
Q4 		– Hold
0
– – – 504

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return