Arete Wealth Advisors’s Westlake Corp WLK Stock Holding History

Arete Wealth 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
2018 Q4	–	Sell	-8,150	Closed	-$677K	–	412
2018 Q3	$677K	Sell	8,150 -93	-1%	-$9.1K	0.15%	157
2018 Q2	$887K	Buy	+8,243	New	+$924K	0.21%	123

Other funds holding WLK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arete Wealth Advisors's WLK Position: Q4 2018 in Review

Arete Wealth Advisors sold out of Westlake Corp (WLK) in Q4 2018, closing a stake of 8,150 shares — an estimated $677K sold.

Arete Wealth Advisors first reported a position in WLK in Q2 2018 and held it in 2 quarters. The position peaked at $887K in Q2 2018. 300 funds tracked by Wall St. Rank hold WLK as of Q4 2018.

Arete Wealth Advisors reported no remaining Westlake Corp position as of Q4 2018 after selling out during the quarter.
Arete Wealth Advisors sold 8,150 Westlake Corp shares in Q4 2018, an estimated $677K.
Arete Wealth Advisors first reported a position in Westlake Corp in Q2 2018 and held it in 2 quarters.
Arete Wealth Advisors's Westlake Corp position peaked at $887K in Q2 2018.
300 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2018.

Based on Arete Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.