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United Capital Financial Advisors’s Western Midstream Partners WES Stock Holding History

United Capital Financial 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
Q3 		– Sell
-14,654
Closed -$451K – 1499
2019
Q2 		$451K Buy
+14,654
New +$452K ﹤0.01% 1079

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

United Capital Financial Advisors's WES Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Western Midstream Partners (WES) in Q3 2019, closing a stake of 14,654 shares — an estimated $451K sold.

United Capital Financial Advisors first reported a position in WES in Q2 2019 and held it in 1 quarter. The position peaked at $451K in Q2 2019. 217 funds tracked by Wall St. Rank hold WES as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Western Midstream Partners position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,654 Western Midstream Partners shares in Q3 2019, an estimated $451K.
  • United Capital Financial Advisors first reported a position in Western Midstream Partners in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Western Midstream Partners position peaked at $451K in Q2 2019.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.