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Well Done LLC’s Western Midstream Partners WES Stock Holding History

Well Done LLC’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
Q1 		– Sell
-359
Closed -$10K – 650
2018
Q4 		$10K Buy
+359
New +$10.8K ﹤0.01% 480
2018
Q2 		– Sell
-631
Closed -$21K – 518
2018
Q1 		$21K Buy
+631
New +$24K 0.01% 335

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Well Done LLC's WES Position: Q1 2019 in Review

Well Done LLC sold out of Western Midstream Partners (WES) in Q1 2019, closing a stake of 359 shares — an estimated $10K sold.

Well Done LLC first reported a position in WES in Q1 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2018. 226 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Well Done LLC reported no remaining Western Midstream Partners position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 359 Western Midstream Partners shares in Q1 2019, an estimated $10K.
  • Well Done LLC first reported a position in Western Midstream Partners in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Western Midstream Partners position peaked at $21K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.