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SWS Partners’s Western Midstream Partners WES Stock Holding History

SWS Partners’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
2018
Q2 		– Sell
-252
Closed -$8K – 313
2018
Q1 		$8K Hold
252
– – 0.01% 278
2017
Q4 		$9K Buy
+252
New +$9.52K 0.01% 272

Other funds holding WES

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

SWS Partners's WES Position: Q2 2018 in Review

SWS Partners sold out of Western Midstream Partners (WES) in Q2 2018, closing a stake of 252 shares — an estimated $8K sold.

SWS Partners first reported a position in WES in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 130 funds tracked by Wall St. Rank hold WES as of Q2 2018.

  • SWS Partners reported no remaining Western Midstream Partners position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 252 Western Midstream Partners shares in Q2 2018, an estimated $8K.
  • SWS Partners first reported a position in Western Midstream Partners in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Western Midstream Partners position peaked at $9K in Q4 2017.
  • 130 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.