Frontier Wealth Management’s Westlake Chemical Partners WLKP Stock Holding History

Frontier Wealth 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
2018 Q1	–	Sell	-17,900	Closed	-$447K	–	415
2017 Q4	$447K	Sell	17,900 -22,500	-56%	-$509K	0.07%	219
2017 Q3	$917K	Hold	40,400	–	–	0.13%	160
2017 Q2	$1M	Hold	40,400	–	–	0.15%	154
2017 Q1	$1.02M	Sell	40,400 -8,500	-17%	-$206K	0.16%	153
2016 Q4	$1.06M	Buy	48,900 +500	+1%	+$10.7K	0.17%	144
2016 Q3	$1.1M	Buy	48,400 +13,500	+39%	+$306K	0.17%	130
2016 Q2	$697K	Buy	+34,900	New	+$699K	0.11%	168

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 $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

COPPSERS

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

Frontier Wealth Management's WLKP Position: Q1 2018 in Review

Frontier Wealth Management sold out of Westlake Chemical Partners (WLKP) in Q1 2018, closing a stake of 17,900 shares — an estimated $447K sold.

Frontier Wealth Management first reported a position in WLKP in Q2 2016 and held it in 7 quarters. The position peaked at $1.1M in Q3 2016. 43 funds tracked by Wall St. Rank hold WLKP as of Q1 2018.

Frontier Wealth Management reported no remaining Westlake Chemical Partners position as of Q1 2018 after selling out during the quarter.
Frontier Wealth Management sold 17,900 Westlake Chemical Partners shares in Q1 2018, an estimated $447K.
Frontier Wealth Management first reported a position in Westlake Chemical Partners in Q2 2016 and held it in 7 quarters.
Frontier Wealth Management's Westlake Chemical Partners position peaked at $1.1M in Q3 2016.
43 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2018.

Based on Frontier Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.