Berman Capital Advisors’s Westlake Chemical Partners WLKP Stock Holding History

Berman Capital Advisors’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
2021 Q3	–	Sell	-2,098	Closed	-$56K	–	2243
2021 Q2	$56K	Hold	2,098	–	–	0.01%	532
2021 Q1	$50K	Hold	2,098	–	–	0.01%	482
2020 Q4	$50K	Hold	2,098	–	–	0.01%	412
2020 Q3	$39K	Buy	2,098 +47	+2%	+$932	0.01%	415
2020 Q2	$38K	Buy	+2,051	New	+$37.3K	0.01%	388

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

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

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

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

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

TCA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's WLKP Position: Q3 2021 in Review

Berman Capital Advisors sold out of Westlake Chemical Partners (WLKP) in Q3 2021, closing a stake of 2,098 shares — an estimated $56K sold.

Berman Capital Advisors first reported a position in WLKP in Q2 2020 and held it in 5 quarters. The position peaked at $56K in Q2 2021. 59 funds tracked by Wall St. Rank hold WLKP as of Q3 2021.

Berman Capital Advisors reported no remaining Westlake Chemical Partners position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 2,098 Westlake Chemical Partners shares in Q3 2021, an estimated $56K.
Berman Capital Advisors first reported a position in Westlake Chemical Partners in Q2 2020 and held it in 5 quarters.
Berman Capital Advisors's Westlake Chemical Partners position peaked at $56K in Q2 2021.
59 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.