KF
WPT

Krilogy Financial’s World Point Terminals, LP WPT Stock Holding History

Krilogy Financial’s Portfolio WPT Stock Details WPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Hold
0
– – – 227
2017
Q1 		– Hold
0
– – – 215
2016
Q4 		– Hold
0
– – – 215
2016
Q3 		– Hold
0
– – – 238
2016
Q2 		– Sell
-5,400
Closed -$81.3K – 221
2016
Q1 		$79K Buy
+5,400
New +$73.4K 0.03% 207

Other funds holding WPT

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Krilogy Financial's WPT Position: Q2 2017 in Review

Krilogy Financial held its World Point Terminals, LP (WPT) position steady in Q2 2017 at 0 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #227.

Krilogy Financial first reported a position in WPT in Q1 2016 and has held it in 1 quarter since. The position peaked at $79K in Q1 2016. 30 funds tracked by Wall St. Rank hold WPT as of Q2 2017.

  • Krilogy Financial held 0 shares of World Point Terminals, LP worth $93K as of Q2 2017.
  • Krilogy Financial left its World Point Terminals, LP share count unchanged in Q2 2017.
  • World Point Terminals, LP made up 0.03% of Krilogy Financial's portfolio in Q2 2017, its #227 holding.
  • Krilogy Financial first reported a position in World Point Terminals, LP in Q1 2016 and has held it in 1 quarter since.
  • Krilogy Financial's World Point Terminals, LP position peaked at $79K in Q1 2016.
  • 30 funds tracked by Wall St. Rank held World Point Terminals, LP as of Q2 2017.

Based on Krilogy Financial's 13F filing for Q2 2017, filed 15 Aug 2017.