WJA
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Williams Jones & Associates’s Westlake Chemical Partners WLKP Stock Holding History

Williams Jones & Associates’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
Q1 		– Sell
-10,000
Closed -$250K – 459
2017
Q4 		$250K Buy
+10,000
New +$226K 0.01% 383

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EIP
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UBS Group
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DPIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Williams Jones & Associates's WLKP Position: Q1 2018 in Review

Williams Jones & Associates sold out of Westlake Chemical Partners (WLKP) in Q1 2018, closing a stake of 10,000 shares — an estimated $250K sold.

Williams Jones & Associates first reported a position in WLKP in Q4 2017 and held it in 1 quarter. The position peaked at $250K in Q4 2017. 43 funds tracked by Wall St. Rank hold WLKP as of Q1 2018.

  • Williams Jones & Associates reported no remaining Westlake Chemical Partners position as of Q1 2018 after selling out during the quarter.
  • Williams Jones & Associates sold 10,000 Westlake Chemical Partners shares in Q1 2018, an estimated $250K.
  • Williams Jones & Associates first reported a position in Westlake Chemical Partners in Q4 2017 and held it in 1 quarter.
  • Williams Jones & Associates's Westlake Chemical Partners position peaked at $250K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Westlake Chemical Partners as of Q1 2018.

Based on Williams Jones & Associates's 13F filing for Q1 2018, filed 15 May 2018.