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Family Management’s Westlake Chemical Partners WLKP Stock Holding History

Family Management’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
2015
Q2 		– Sell
-51,425
Closed -$1.38M – 107
2015
Q1 		$1.38M Sell
51,425
-475
-0.9% -$12.5K 0.64% 44
2014
Q4 		$1.5M Buy
51,900
+3,275
+7% +$93.6K 0.68% 47
2014
Q3 		$1.41M Buy
+48,625
New +$1.47M 0.64% 46

Other funds holding WLKP

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Family Management's WLKP Position: Q2 2015 in Review

Family Management sold out of Westlake Chemical Partners (WLKP) in Q2 2015, closing a stake of 51,425 shares — an estimated $1.38M sold.

Family Management first reported a position in WLKP in Q3 2014 and held it in 3 quarters. The position peaked at $1.5M in Q4 2014. 44 funds tracked by Wall St. Rank hold WLKP as of Q2 2015.

  • Family Management reported no remaining Westlake Chemical Partners position as of Q2 2015 after selling out during the quarter.
  • Family Management sold 51,425 Westlake Chemical Partners shares in Q2 2015, an estimated $1.38M.
  • Family Management first reported a position in Westlake Chemical Partners in Q3 2014 and held it in 3 quarters.
  • Family Management's Westlake Chemical Partners position peaked at $1.5M in Q4 2014.
  • 44 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2015.

Based on Family Management's 13F filing for Q2 2015, filed 14 Aug 2015.