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Valeo Financial Advisors’s Western Midstream Partners WES Stock Holding History

Valeo 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
2020
Q2 		– Sell
-265
Closed -$1K – 2171
2020
Q1 		$1K Hold
265
– – ﹤0.01% 1734
2019
Q4 		$5K Buy
+265
New +$5.49K ﹤0.01% 1302

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Valeo Financial Advisors's WES Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Western Midstream Partners (WES) in Q2 2020, closing a stake of 265 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WES in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 168 funds tracked by Wall St. Rank hold WES as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Western Midstream Partners position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 265 Western Midstream Partners shares in Q2 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Western Midstream Partners in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Western Midstream Partners position peaked at $5K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.