WealthTrust-Arizona’s Western Midstream Partners WES Stock Holding History

WealthTrust-Arizona’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 Q4	$6K	Buy	225 +4	+2%	+$120	﹤0.01%	461
2018 Q3	$7K	Buy	221 +4	+2%	+$140	﹤0.01%	465
2018 Q2	$8K	Buy	217 +3	+1%	+$105	﹤0.01%	443
2018 Q1	$7K	Buy	214 +3	+1%	+$114	﹤0.01%	462
2017 Q4	$8K	Buy	211 +3	+1%	+$113	﹤0.01%	444
2017 Q3	$9K	Buy	208 +3	+1%	+$123	﹤0.01%	428
2017 Q2	$9K	Buy	205 +3	+1%	+$132	﹤0.01%	414
2017 Q1	$9K	Buy	202 +2	+1%	+$91	﹤0.01%	409
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	423
2016 Q3	$9K	Hold	200	–	–	0.01%	393
2016 Q2	$8K	Buy	200 +150	+300%	+$5.92K	﹤0.01%	398
2016 Q1	$2K	Buy	+50	New	+$1.45K	﹤0.01%	542
2014 Q2	–	Sell	-250	Closed	-$12K	–	711
2014 Q1	$12K	Buy	+250	New	+$10.6K	0.01%	399

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WealthTrust-Arizona's WES Position: Q4 2018 in Review

WealthTrust-Arizona increased its Western Midstream Partners (WES) stake by 1.8% in Q4 2018, buying an estimated $120 and bringing the position to 225 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

WealthTrust-Arizona first reported a position in WES in Q1 2014 and has held it in 13 quarters since. The position peaked at $12K in Q1 2014. 127 funds tracked by Wall St. Rank hold WES as of Q4 2018.

WealthTrust-Arizona held 225 shares of Western Midstream Partners worth $6K as of Q4 2018.
WealthTrust-Arizona bought 4 Western Midstream Partners shares in Q4 2018, an estimated $120.
Western Midstream Partners made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #461 holding.
WealthTrust-Arizona first reported a position in Western Midstream Partners in Q1 2014 and has held it in 13 quarters since.
WealthTrust-Arizona's Western Midstream Partners position peaked at $12K in Q1 2014.
127 funds tracked by Wall St. Rank held Western Midstream Partners as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.