WEC
WES icon

Winslow Evans & Crocker’s Western Midstream Partners WES Stock Holding History

Winslow Evans & Crocker’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
Q3 		– Sell
-1,526
Closed -$48K – 1175
2019
Q2 		$48K Hold
1,526
– – 0.01% 519
2019
Q1 		$48K Buy
+1,526
New +$48.5K 0.01% 501

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Winslow Evans & Crocker's WES Position: Q3 2019 in Review

Winslow Evans & Crocker sold out of Western Midstream Partners (WES) in Q3 2019, closing a stake of 1,526 shares — an estimated $48K sold.

Winslow Evans & Crocker first reported a position in WES in Q1 2019 and held it in 2 quarters. The position peaked at $48K in Q2 2019. 217 funds tracked by Wall St. Rank hold WES as of Q3 2019.

  • Winslow Evans & Crocker reported no remaining Western Midstream Partners position as of Q3 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,526 Western Midstream Partners shares in Q3 2019, an estimated $48K.
  • Winslow Evans & Crocker first reported a position in Western Midstream Partners in Q1 2019 and held it in 2 quarters.
  • Winslow Evans & Crocker's Western Midstream Partners position peaked at $48K in Q2 2019.
  • 217 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2019.

Based on Winslow Evans & Crocker's 13F filing for Q3 2019, filed 16 Oct 2019.