FWM
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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

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HFA
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EIP
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UBS Group
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DPIM
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Morgan Stanley
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Wells Fargo
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BAMCO Inc
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