USCA RIA’s Western Midstream Partners WES Stock Holding History

USCA RIA’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
2021 Q2	$278K	Hold	12,963	–	–	0.02%	483
2021 Q1	$241K	Hold	12,963	–	–	0.02%	475
2020 Q4	$179K	Hold	12,963	–	–	0.01%	458
2020 Q3	$104K	Sell	12,963 -3,050	-19%	-$27.5K	0.01%	446
2020 Q2	$161K	Buy	+16,013	New	+$133K	0.01%	416
2019 Q3	–	Sell	-8,617	Closed	-$265K	–	475
2019 Q2	$265K	Hold	8,617	–	–	0.03%	374
2019 Q1	$270K	Buy	+8,617	New	+$274K	0.03%	361

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

USCA RIA's WES Position: Q2 2021 in Review

USCA RIA held its Western Midstream Partners (WES) position steady in Q2 2021 at 12,963 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #483.

USCA RIA first reported a position in WES in Q1 2019 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold WES as of Q2 2021.

USCA RIA held 12,963 shares of Western Midstream Partners worth $278K as of Q2 2021.
USCA RIA left its Western Midstream Partners share count unchanged in Q2 2021.
Western Midstream Partners made up 0.02% of USCA RIA's portfolio in Q2 2021, its #483 holding.
USCA RIA first reported a position in Western Midstream Partners in Q1 2019 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.