IFP Advisors’s Westlake Chemical Partners WLKP Stock Holding History

IFP 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
2023 Q3	–	Sell	-300	Closed	-$6.51K	–	3572
2023 Q2	$6.51K	Buy	+300	New	+$6.56K	﹤0.01%	2447
2018 Q3	–	Sell	-15	Closed	–	–	4038
2018 Q2	$0	Hold	15	–	–	﹤0.01%	4072
2018 Q1	$0	Hold	15	–	–	﹤0.01%	3838
2017 Q4	$0	Buy	+15	New	+$339	﹤0.01%	4123

Other funds holding WLKP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return

IFP Advisors's WLKP Position: Q3 2023 in Review

IFP Advisors sold out of Westlake Chemical Partners (WLKP) in Q3 2023, closing a stake of 300 shares — an estimated $6.51K sold.

IFP Advisors first reported a position in WLKP in Q4 2017 and held it in 4 quarters. The position peaked at $6.51K in Q2 2023. 56 funds tracked by Wall St. Rank hold WLKP as of Q3 2023.

IFP Advisors reported no remaining Westlake Chemical Partners position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 300 Westlake Chemical Partners shares in Q3 2023, an estimated $6.51K.
IFP Advisors first reported a position in Westlake Chemical Partners in Q4 2017 and held it in 4 quarters.
IFP Advisors's Westlake Chemical Partners position peaked at $6.51K in Q2 2023.
56 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.