Avantax Planning Partners’s Westlake Corp WLK Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-18	Closed	-$2K	–	1484
2018 Q1	$2K	Buy	+18	New	+$2K	﹤0.01%	1637

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Planning Partners's WLK Position: Q2 2018 in Review

Avantax Planning Partners sold out of Westlake Corp (WLK) in Q2 2018, closing a stake of 18 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in WLK in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 328 funds tracked by Wall St. Rank hold WLK as of Q2 2018.

Avantax Planning Partners reported no remaining Westlake Corp position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 18 Westlake Corp shares in Q2 2018, an estimated $2K.
Avantax Planning Partners first reported a position in Westlake Corp in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Westlake Corp position peaked at $2K in Q1 2018.
328 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.