D.A. Davidson & Co’s Westlake Chemical Partners WLKP Stock Holding History

D.A. Davidson & Co’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
2017 Q3	–	Sell	-250	Closed	-$6K	–	1988
2017 Q2	$6K	Hold	250	–	–	﹤0.01%	2180
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	2147
2016 Q4	$5K	Hold	250	–	–	﹤0.01%	2265
2016 Q3	$5K	Hold	250	–	–	﹤0.01%	2200
2016 Q2	$4K	Hold	250	–	–	﹤0.01%	2170
2016 Q1	$4K	Hold	250	–	–	﹤0.01%	2091
2015 Q4	$5K	Hold	250	–	–	﹤0.01%	2035
2015 Q3	$4K	Buy	+250	New	+$5.13K	﹤0.01%	2041

Other funds holding WLKP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

EIP

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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

D.A. Davidson & Co's WLKP Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Westlake Chemical Partners (WLKP) in Q3 2017, closing a stake of 250 shares — an estimated $6K sold.

D.A. Davidson & Co first reported a position in WLKP in Q3 2015 and held it in 8 quarters. The position peaked at $6K in Q2 2017. 54 funds tracked by Wall St. Rank hold WLKP as of Q3 2017.

D.A. Davidson & Co reported no remaining Westlake Chemical Partners position as of Q3 2017 after selling out during the quarter.
D.A. Davidson & Co sold 250 Westlake Chemical Partners shares in Q3 2017, an estimated $6K.
D.A. Davidson & Co first reported a position in Westlake Chemical Partners in Q3 2015 and held it in 8 quarters.
D.A. Davidson & Co's Westlake Chemical Partners position peaked at $6K in Q2 2017.
54 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.