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Plante Moran Financial Advisors’s Westlake Chemical Partners WLKP Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-45
Closed -$1K – 947
2016
Q1 		$1K Buy
+45
New +$835 ﹤0.01% 817

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EIP
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BAMCO Inc
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Plante Moran Financial Advisors's WLKP Position: Q2 2016 in Review

Plante Moran Financial Advisors sold out of Westlake Chemical Partners (WLKP) in Q2 2016, closing a stake of 45 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in WLKP in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 45 funds tracked by Wall St. Rank hold WLKP as of Q2 2016.

  • Plante Moran Financial Advisors reported no remaining Westlake Chemical Partners position as of Q2 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 45 Westlake Chemical Partners shares in Q2 2016, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Westlake Chemical Partners in Q1 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Westlake Chemical Partners position peaked at $1K in Q1 2016.
  • 45 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.