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Edge Advisors’s Westlake Chemical Partners WLKP Stock Holding History

Edge 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
2018
Q2 		– Sell
-315
Closed -$7K – 920
2018
Q1 		$7K Buy
315
+30
+11% +$707 ﹤0.01% 735
2017
Q4 		$7K Hold
285
– – ﹤0.01% 768
2017
Q3 		$6K Buy
285
+20
+8% +$482 ﹤0.01% 754
2017
Q2 		$6K Buy
265
+60
+29% +$1.48K ﹤0.01% 797
2017
Q1 		$5K Hold
205
– – ﹤0.01% 834
2016
Q4 		$4K Buy
+205
New +$4.4K ﹤0.01% 750

Other funds holding WLKP

O
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Advisors's WLKP Position: Q2 2018 in Review

Edge Advisors sold out of Westlake Chemical Partners (WLKP) in Q2 2018, closing a stake of 315 shares — an estimated $7K sold.

Edge Advisors first reported a position in WLKP in Q4 2016 and held it in 6 quarters. The position peaked at $7K in Q1 2018. 40 funds tracked by Wall St. Rank hold WLKP as of Q2 2018.

  • Edge Advisors reported no remaining Westlake Chemical Partners position as of Q2 2018 after selling out during the quarter.
  • Edge Advisors sold 315 Westlake Chemical Partners shares in Q2 2018, an estimated $7K.
  • Edge Advisors first reported a position in Westlake Chemical Partners in Q4 2016 and held it in 6 quarters.
  • Edge Advisors's Westlake Chemical Partners position peaked at $7K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.