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Williams Jones & Associates’s Western Midstream Partners WES Stock Holding History

Williams Jones & Associates’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
Q2 		$1.07M Sell
34,678
-7,564
-18% -$233K 0.02% 194
2019
Q1 		$1.32M Buy
+42,242
New +$1.34M 0.03% 176

Other funds holding WES

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Williams Jones & Associates's WES Position: Q2 2019 in Review

Williams Jones & Associates reduced its Western Midstream Partners (WES) stake by 18% in Q2 2019, selling an estimated $233K and leaving 34,678 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #194.

Williams Jones & Associates first reported a position in WES in Q1 2019 and has held it in 2 quarters since. The position peaked at $1.32M in Q1 2019. 228 funds tracked by Wall St. Rank hold WES as of Q2 2019.

  • Williams Jones & Associates held 34,678 shares of Western Midstream Partners worth $1.07M as of Q2 2019.
  • Williams Jones & Associates sold 7,564 Western Midstream Partners shares in Q2 2019, an estimated $233K.
  • Western Midstream Partners made up 0.02% of Williams Jones & Associates's portfolio in Q2 2019, its #194 holding.
  • Williams Jones & Associates first reported a position in Western Midstream Partners in Q1 2019 and has held it in 2 quarters since.
  • Williams Jones & Associates's Western Midstream Partners position peaked at $1.32M in Q1 2019.
  • 228 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.