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Squar Milner Financial Services’s Western Midstream Partners WES Stock Holding History

Squar Milner 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
2019
Q3 		– Sell
-1,296
Closed -$40K – 723
2019
Q2 		$40K Hold
1,296
– – 0.03% 373
2019
Q1 		$40K Buy
+1,296
New +$41.1K 0.03% 348

Other funds holding WES

AA
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
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
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 $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Squar Milner Financial Services's WES Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Western Midstream Partners (WES) in Q3 2019, closing a stake of 1,296 shares — an estimated $40K sold.

Squar Milner Financial Services first reported a position in WES in Q1 2019 and held it in 2 quarters. The position peaked at $40K in Q2 2019. 217 funds tracked by Wall St. Rank hold WES as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Western Midstream Partners position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,296 Western Midstream Partners shares in Q3 2019, an estimated $40K.
  • Squar Milner Financial Services first reported a position in Western Midstream Partners in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Western Midstream Partners position peaked at $40K in Q2 2019.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.