Bank of Montreal’s Westlake Chemical Partners WLKP Stock Holding History

Bank of Montreal’s Portfolio WLKP Stock Details WLKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-66,295	Closed	-$1.68K	–	4447
2022 Q2	$1.68K	Sell	66,295 -20,930	-24%	-$560K	﹤0.01%	1986
2022 Q1	$2.39M	Sell	87,225 -5,375	-6%	-$143K	﹤0.01%	1842
2021 Q4	$2.41M	Hold	92,600	–	–	﹤0.01%	1512
2021 Q3	$2.38M	Hold	92,600	–	–	﹤0.01%	1984
2021 Q2	$2.5M	Hold	92,600	–	–	﹤0.01%	1944
2021 Q1	$2.29M	Buy	+92,600	New	+$2.18M	﹤0.01%	1719
2019 Q4	–	Sell	-25,000	Closed	-$581K	–	5025
2019 Q3	$581K	Sell	25,000 -25,000	-50%	-$566K	﹤0.01%	2325
2019 Q2	$1.23M	Hold	50,000	–	–	﹤0.01%	1971
2019 Q1	$1.14M	Hold	50,000	–	–	﹤0.01%	1974
2018 Q4	$1.21M	Hold	50,000	–	–	﹤0.01%	1794
2018 Q3	$1.25M	Hold	50,000	–	–	﹤0.01%	1908
2018 Q2	$1.23M	Buy	+50,000	New	+$1.16M	﹤0.01%	1901
2017 Q3	–	Sell	-120	Closed	-$3K	–	4341
2017 Q2	$3K	Buy	+120	New	+$2.97K	﹤0.01%	3973

Other funds holding WLKP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's WLKP Position: Q3 2022 in Review

Bank of Montreal sold out of Westlake Chemical Partners (WLKP) in Q3 2022, closing a stake of 66,295 shares — an estimated $1.68K sold.

Bank of Montreal first reported a position in WLKP in Q2 2017 and held it in 13 quarters. The position peaked at $2.5M in Q2 2021. 52 funds tracked by Wall St. Rank hold WLKP as of Q3 2022.

Bank of Montreal reported no remaining Westlake Chemical Partners position as of Q3 2022 after selling out during the quarter.
Bank of Montreal sold 66,295 Westlake Chemical Partners shares in Q3 2022, an estimated $1.68K.
Bank of Montreal first reported a position in Westlake Chemical Partners in Q2 2017 and held it in 13 quarters.
Bank of Montreal's Westlake Chemical Partners position peaked at $2.5M in Q2 2021.
52 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2022.

Based on Bank of Montreal's 13F filing for Q3 2022, filed 10 Nov 2022.