Financial Architects (New Jersey)’s Westlake Chemical Partners WLKP Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-220	Closed	-$5K	–	1608
2017 Q4	$5K	Hold	220	–	–	﹤0.01%	1305
2017 Q3	$5K	Buy	220 +20	+10%	+$482	﹤0.01%	1283
2017 Q2	$5K	Buy	200 +30	+18%	+$742	﹤0.01%	1298
2017 Q1	$4K	Buy	170 +10	+6%	+$242	﹤0.01%	1351
2016 Q4	$3K	Buy	160 +10	+7%	+$215	﹤0.01%	1255
2016 Q3	$3K	Hold	150	–	–	﹤0.01%	1276
2016 Q2	$3K	Hold	150	–	–	﹤0.01%	1244
2016 Q1	$3K	Buy	+150	New	+$2.78K	﹤0.01%	999
2015 Q3	–	Sell	-130	Closed	-$3K	–	924
2015 Q2	$3K	Buy	+130	New	+$3.12K	﹤0.01%	1071

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

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 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $19.6B AUM 25.25% 1-Year Est. Return

Financial Architects (New Jersey)'s WLKP Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Westlake Chemical Partners (WLKP) in Q1 2018, closing a stake of 220 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in WLKP in Q2 2015 and held it in 9 quarters. The position peaked at $5K in Q4 2017. 43 funds tracked by Wall St. Rank hold WLKP as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Westlake Chemical Partners position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 220 Westlake Chemical Partners shares in Q1 2018, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Westlake Chemical Partners in Q2 2015 and held it in 9 quarters.
Financial Architects (New Jersey)'s Westlake Chemical Partners position peaked at $5K in Q4 2017.
43 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.