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Waddell & Reed Financial’s Westlake Chemical Partners WLKP Stock Holding History

Waddell & Reed Financial’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
2015
Q2 		– Sell
-296,250
Closed -$7.95M – 617
2015
Q1 		$7.95M Buy
296,250
+1,650
+0.6% +$43.4K 0.01% 456
2014
Q4 		$8.54M Sell
294,600
-13,800
-4% -$394K 0.01% 439
2014
Q3 		$8.94M Buy
+308,400
New +$9.35M 0.01% 422

Other funds holding WLKP

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Waddell & Reed Financial's WLKP Position: Q2 2015 in Review

Waddell & Reed Financial sold out of Westlake Chemical Partners (WLKP) in Q2 2015, closing a stake of 296,250 shares — an estimated $7.95M sold.

Waddell & Reed Financial first reported a position in WLKP in Q3 2014 and held it in 3 quarters. The position peaked at $8.94M in Q3 2014. 44 funds tracked by Wall St. Rank hold WLKP as of Q2 2015.

  • Waddell & Reed Financial reported no remaining Westlake Chemical Partners position as of Q2 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 296,250 Westlake Chemical Partners shares in Q2 2015, an estimated $7.95M.
  • Waddell & Reed Financial first reported a position in Westlake Chemical Partners in Q3 2014 and held it in 3 quarters.
  • Waddell & Reed Financial's Westlake Chemical Partners position peaked at $8.94M in Q3 2014.
  • 44 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q2 2015.

Based on Waddell & Reed Financial's 13F filing for Q2 2015, filed 14 Aug 2015.