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Sterling Investment Advisors (Pennsylvania)’s Western Midstream Partners WES Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q4 		– Sell
-680
Closed -$28K – 361
2017
Q3 		$28K Hold
680
– – 0.02% 231
2017
Q2 		$29K Hold
680
– – 0.02% 224
2017
Q1 		$31K Buy
+680
New +$30.8K 0.02% 212

Other funds holding WES

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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 $298B AUM 21.96% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WES Position: Q4 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Western Midstream Partners (WES) in Q4 2017, closing a stake of 680 shares — an estimated $28K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WES in Q1 2017 and held it in 3 quarters. The position peaked at $31K in Q1 2017. 125 funds tracked by Wall St. Rank hold WES as of Q4 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Western Midstream Partners position as of Q4 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 680 Western Midstream Partners shares in Q4 2017, an estimated $28K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Western Midstream Partners in Q1 2017 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Western Midstream Partners position peaked at $31K in Q1 2017.
  • 125 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2017, filed 29 Jan 2018.