Wealthspire Advisors (Maryland)’s Western Midstream Partners WES Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q3	–	Sell	-24	Closed	-$1K	–	2526
2018 Q2	$1K	Hold	24	–	–	﹤0.01%	2375
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	2414
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	2351
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	2160
2017 Q2	$1K	Hold	24	–	–	﹤0.01%	2130
2017 Q1	$1K	Hold	24	–	–	﹤0.01%	1851
2016 Q4	$1K	Hold	24	–	–	﹤0.01%	1688
2016 Q3	$1K	Sell	24 -25	-51%	-$942	﹤0.01%	1668
2016 Q2	$2K	Hold	49	–	–	﹤0.01%	1542
2016 Q1	$2K	Sell	49 -11	-18%	-$318	﹤0.01%	1567
2015 Q4	$2K	Buy	+60	New	+$2.39K	﹤0.01%	1547

Other funds holding WES

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WES Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Western Midstream Partners (WES) in Q3 2018, closing a stake of 24 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in WES in Q4 2015 and held it in 11 quarters. The position peaked at $2K in Q2 2016. 133 funds tracked by Wall St. Rank hold WES as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Western Midstream Partners position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 24 Western Midstream Partners shares in Q3 2018, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Western Midstream Partners in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Western Midstream Partners position peaked at $2K in Q2 2016.
133 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.