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Lucus Advisors’s Westlake Chemical Partners WLKP Stock Holding History

Lucus 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
2016
Q1 		– Sell
-25,879
Closed -$574K – 360
2015
Q4 		$574K Buy
25,879
+1,619
+7% +$29.3K 0.35% 8
2015
Q3 		$425K Buy
24,260
+1,429
+6% +$29.3K 0.24% 220
2015
Q2 		$497K Buy
+22,831
New +$548K 0.24% 168

Other funds holding WLKP

O
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Lucus Advisors's WLKP Position: Q1 2016 in Review

Lucus Advisors sold out of Westlake Chemical Partners (WLKP) in Q1 2016, closing a stake of 25,879 shares — an estimated $574K sold.

Lucus Advisors first reported a position in WLKP in Q2 2015 and held it in 3 quarters. The position peaked at $574K in Q4 2015. 42 funds tracked by Wall St. Rank hold WLKP as of Q1 2016.

  • Lucus Advisors reported no remaining Westlake Chemical Partners position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 25,879 Westlake Chemical Partners shares in Q1 2016, an estimated $574K.
  • Lucus Advisors first reported a position in Westlake Chemical Partners in Q2 2015 and held it in 3 quarters.
  • Lucus Advisors's Westlake Chemical Partners position peaked at $574K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.