SWP
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Stratos Wealth Partners’s Westlake Chemical Partners WLKP Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-5,000
Closed -$125K – 2507
2018
Q3 		$125K Buy
+5,000
New +$127K 0.01% 1029
2018
Q2 		– Sell
-3,700
Closed -$83K – 2593
2018
Q1 		$83K Hold
3,700
– – ﹤0.01% 1299
2017
Q4 		$92K Buy
+3,700
New +$83.6K ﹤0.01% 1230

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EIP
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HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stratos Wealth Partners's WLKP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Westlake Chemical Partners (WLKP) in Q4 2018, closing a stake of 5,000 shares — an estimated $125K sold.

Stratos Wealth Partners first reported a position in WLKP in Q4 2017 and held it in 3 quarters. The position peaked at $125K in Q3 2018. 43 funds tracked by Wall St. Rank hold WLKP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Westlake Chemical Partners position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,000 Westlake Chemical Partners shares in Q4 2018, an estimated $125K.
  • Stratos Wealth Partners first reported a position in Westlake Chemical Partners in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Westlake Chemical Partners position peaked at $125K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.