Trust Company of Vermont’s Western Midstream Partners WES Stock Holding History

Trust Company of Vermont’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
2020 Q1	–	Sell	-3,028	Closed	-$60K	–	958
2019 Q4	$60K	Hold	3,028	–	–	﹤0.01%	451
2019 Q3	$75K	Sell	3,028 -3,344	-52%	-$88.9K	0.01%	433
2019 Q2	$196K	Hold	6,372	–	–	0.02%	318
2019 Q1	$200K	Buy	+6,372	New	+$202K	0.02%	307

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

CCM

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Trust Company of Vermont's WES Position: Q1 2020 in Review

Trust Company of Vermont sold out of Western Midstream Partners (WES) in Q1 2020, closing a stake of 3,028 shares — an estimated $60K sold.

Trust Company of Vermont first reported a position in WES in Q1 2019 and held it in 4 quarters. The position peaked at $200K in Q1 2019. 185 funds tracked by Wall St. Rank hold WES as of Q1 2020.

Trust Company of Vermont reported no remaining Western Midstream Partners position as of Q1 2020 after selling out during the quarter.
Trust Company of Vermont sold 3,028 Western Midstream Partners shares in Q1 2020, an estimated $60K.
Trust Company of Vermont first reported a position in Western Midstream Partners in Q1 2019 and held it in 4 quarters.
Trust Company of Vermont's Western Midstream Partners position peaked at $200K in Q1 2019.
185 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2020.

Based on Trust Company of Vermont's 13F filing for Q1 2020, filed 24 Apr 2020.