SFSIG
WLKP icon

San Francisco Sentry Investment Group’s Westlake Chemical Partners WLKP Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q2 		– Sell
-748
Closed -$17K – 884
2018
Q1 		$17K Buy
748
+5
+0.7% +$118 ﹤0.01% 617
2017
Q4 		$19K Buy
743
+5
+0.7% +$113 0.01% 588
2017
Q3 		$17K Buy
738
+4
+0.5% +$96 0.01% 583
2017
Q2 		$18K Buy
+734
New +$18.2K 0.01% 474

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

San Francisco Sentry Investment Group's WLKP Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Westlake Chemical Partners (WLKP) in Q2 2018, closing a stake of 748 shares — an estimated $17K sold.

San Francisco Sentry Investment Group first reported a position in WLKP in Q2 2017 and held it in 4 quarters. The position peaked at $19K in Q4 2017. 40 funds tracked by Wall St. Rank hold WLKP as of Q2 2018.

  • San Francisco Sentry Investment Group reported no remaining Westlake Chemical Partners position as of Q2 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 748 Westlake Chemical Partners shares in Q2 2018, an estimated $17K.
  • San Francisco Sentry Investment Group first reported a position in Westlake Chemical Partners in Q2 2017 and held it in 4 quarters.
  • San Francisco Sentry Investment Group's Westlake Chemical Partners position peaked at $19K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.