Apriem Advisors’s Westlake Corp WLK Stock Holding History

Apriem Advisors’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
2016 Q2	–	Sell	-75	Closed	-$3K	–	652
2016 Q1	$3K	Buy	+75	New	+$3.4K	﹤0.01%	507

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Apriem Advisors's WLK Position: Q2 2016 in Review

Apriem Advisors sold out of Westlake Corp (WLK) in Q2 2016, closing a stake of 75 shares — an estimated $3K sold.

Apriem Advisors first reported a position in WLK in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 238 funds tracked by Wall St. Rank hold WLK as of Q2 2016.

Apriem Advisors reported no remaining Westlake Corp position as of Q2 2016 after selling out during the quarter.
Apriem Advisors sold 75 Westlake Corp shares in Q2 2016, an estimated $3K.
Apriem Advisors first reported a position in Westlake Corp in Q1 2016 and held it in 1 quarter.
Apriem Advisors's Westlake Corp position peaked at $3K in Q1 2016.
238 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.