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Advance Capital I’s Westlake Corp WLK Stock Holding History

Advance Capital I’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,400
Closed -$748K – 260
2015
Q1 		$748K Sell
10,400
-4,600
-31% -$295K 0.46% 126
2014
Q4 		$916K Buy
+15,000
New +$1.02M 0.48% 114

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Advance Capital I's WLK Position: Q2 2015 in Review

Advance Capital I sold out of Westlake Corp (WLK) in Q2 2015, closing a stake of 10,400 shares — an estimated $748K sold.

Advance Capital I first reported a position in WLK in Q4 2014 and held it in 2 quarters. The position peaked at $916K in Q4 2014. 262 funds tracked by Wall St. Rank hold WLK as of Q2 2015.

  • Advance Capital I reported no remaining Westlake Corp position as of Q2 2015 after selling out during the quarter.
  • Advance Capital I sold 10,400 Westlake Corp shares in Q2 2015, an estimated $748K.
  • Advance Capital I first reported a position in Westlake Corp in Q4 2014 and held it in 2 quarters.
  • Advance Capital I's Westlake Corp position peaked at $916K in Q4 2014.
  • 262 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2015.

Based on Advance Capital I's 13F filing for Q2 2015, filed 3 Aug 2015.