Stokes Capital Advisors’s Western Midstream Partners WES Stock Holding History

Stokes Capital Advisors’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 Q4	–	Sell	-12,890	Closed	-$321K	–	76
2019 Q3	$321K	Sell	12,890 -820	-6%	-$21.8K	0.17%	67
2019 Q2	$422K	Sell	13,710 -775	-5%	-$23.9K	0.24%	66
2019 Q1	$454K	Buy	+14,485	New	+$460K	0.27%	70
2018 Q3	–	Sell	-6,545	Closed	-$234K	–	90
2018 Q2	$234K	Hold	6,545	–	–	0.15%	85
2018 Q1	$217K	Buy	+6,545	New	+$249K	0.14%	88

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stokes Capital Advisors's WES Position: Q4 2019 in Review

Stokes Capital Advisors sold out of Western Midstream Partners (WES) in Q4 2019, closing a stake of 12,890 shares — an estimated $321K sold.

Stokes Capital Advisors first reported a position in WES in Q1 2018 and held it in 5 quarters. The position peaked at $454K in Q1 2019. 203 funds tracked by Wall St. Rank hold WES as of Q4 2019.

Stokes Capital Advisors reported no remaining Western Midstream Partners position as of Q4 2019 after selling out during the quarter.
Stokes Capital Advisors sold 12,890 Western Midstream Partners shares in Q4 2019, an estimated $321K.
Stokes Capital Advisors first reported a position in Western Midstream Partners in Q1 2018 and held it in 5 quarters.
Stokes Capital Advisors's Western Midstream Partners position peaked at $454K in Q1 2019.
203 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2019.

Based on Stokes Capital Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.