Taylor Wealth Management Partners’s Western Midstream Partners WES Stock Holding History

Taylor Wealth Management 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 Q4	–	Sell	-3,100	Closed	-$93K	–	134
2018 Q3	$93K	Hold	3,100	–	–	0.04%	66
2018 Q2	$111K	Hold	3,100	–	–	0.05%	59
2018 Q1	$103K	Hold	3,100	–	–	0.05%	63
2017 Q4	$115K	Sell	3,100 -1,500	-33%	-$56.6K	0.05%	77
2017 Q3	$189K	Hold	4,600	–	–	0.08%	66
2017 Q2	$198K	Hold	4,600	–	–	0.09%	60
2017 Q1	$212K	Buy	4,600 +4,200	+1,050%	+$190K	0.1%	60
2016 Q4	$17K	Hold	400	–	–	0.01%	121
2016 Q3	$17K	Sell	400 -1,200	-75%	-$45.2K	0.01%	112
2016 Q2	$61K	Buy	1,600 +800	+100%	+$31.6K	0.02%	83
2016 Q1	$29K	Sell	800 -147,485	-99%	-$4.26M	0.01%	93
2015 Q4	$5.38M	Buy	148,285 +62,214	+72%	+$2.48M	2.32%	18
2015 Q3	$3.39M	Sell	86,071 -97,904	-53%	-$5.23M	1.64%	24
2015 Q2	$11M	Buy	183,975 +660	+0.4%	+$41K	3.52%	5
2015 Q1	$11M	Buy	+183,315	New	+$11M	3.45%	7

Other funds holding WES

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

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

TCA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taylor Wealth Management Partners's WES Position: Q4 2018 in Review

Taylor Wealth Management Partners sold out of Western Midstream Partners (WES) in Q4 2018, closing a stake of 3,100 shares — an estimated $93K sold.

Taylor Wealth Management Partners first reported a position in WES in Q1 2015 and held it in 15 quarters. The position peaked at $11M in Q2 2015. 127 funds tracked by Wall St. Rank hold WES as of Q4 2018.

Taylor Wealth Management Partners reported no remaining Western Midstream Partners position as of Q4 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 3,100 Western Midstream Partners shares in Q4 2018, an estimated $93K.
Taylor Wealth Management Partners first reported a position in Western Midstream Partners in Q1 2015 and held it in 15 quarters.
Taylor Wealth Management Partners's Western Midstream Partners position peaked at $11M in Q2 2015.
127 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2018, filed 14 Jan 2019.