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Turner Investments’s Western Midstream Partners WES Stock Holding History

Turner Investments’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
2014
Q3 		– Sell
-9,790
Closed -$614K – 586
2014
Q2 		$614K Sell
9,790
-40,020
-80% -$2.08M 0.03% 412
2014
Q1 		$2.45M Buy
49,810
+15,630
+46% +$664K 0.06% 295
2013
Q4 		$1.35M Buy
+34,180
New +$1.35M 0.02% 448

Other funds holding WES

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Turner Investments's WES Position: Q3 2014 in Review

Turner Investments sold out of Western Midstream Partners (WES) in Q3 2014, closing a stake of 9,790 shares — an estimated $614K sold.

Turner Investments first reported a position in WES in Q4 2013 and held it in 3 quarters. The position peaked at $2.45M in Q1 2014. 84 funds tracked by Wall St. Rank hold WES as of Q3 2014.

  • Turner Investments reported no remaining Western Midstream Partners position as of Q3 2014 after selling out during the quarter.
  • Turner Investments sold 9,790 Western Midstream Partners shares in Q3 2014, an estimated $614K.
  • Turner Investments first reported a position in Western Midstream Partners in Q4 2013 and held it in 3 quarters.
  • Turner Investments's Western Midstream Partners position peaked at $2.45M in Q1 2014.
  • 84 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2014.

Based on Turner Investments's 13F filing for Q3 2014, filed 7 Nov 2014.