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JFS Wealth Advisors’s Westlake Chemical Partners WLKP Stock Holding History

JFS Wealth 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
2019
Q3 		– Sell
-102
Closed -$3K – 538
2019
Q2 		$3K Buy
+102
New +$2.35K ﹤0.01% 426
2019
Q1 		– Sell
-147
Closed -$4K – 481
2018
Q4 		$4K Buy
+147
New +$3.4K ﹤0.01% 402

Other funds holding WLKP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFS Wealth Advisors's WLKP Position: Q3 2019 in Review

JFS Wealth Advisors sold out of Westlake Chemical Partners (WLKP) in Q3 2019, closing a stake of 102 shares — an estimated $3K sold.

JFS Wealth Advisors first reported a position in WLKP in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 52 funds tracked by Wall St. Rank hold WLKP as of Q3 2019.

  • JFS Wealth Advisors reported no remaining Westlake Chemical Partners position as of Q3 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 102 Westlake Chemical Partners shares in Q3 2019, an estimated $3K.
  • JFS Wealth Advisors first reported a position in Westlake Chemical Partners in Q4 2018 and held it in 2 quarters.
  • JFS Wealth Advisors's Westlake Chemical Partners position peaked at $4K in Q4 2018.
  • 52 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q3 2019.

Based on JFS Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.