Bogart Wealth LLC’s Westlake Corp WLK Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-73	Closed	-$7K	–	361
2018 Q2	$7K	Buy	+73	New	+$8.18K	﹤0.01%	266

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

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

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

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

Bogart Wealth LLC's WLK Position: Q3 2018 in Review

Bogart Wealth LLC sold out of Westlake Corp (WLK) in Q3 2018, closing a stake of 73 shares — an estimated $7K sold.

Bogart Wealth LLC first reported a position in WLK in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 311 funds tracked by Wall St. Rank hold WLK as of Q3 2018.

Bogart Wealth LLC reported no remaining Westlake Corp position as of Q3 2018 after selling out during the quarter.
Bogart Wealth LLC sold 73 Westlake Corp shares in Q3 2018, an estimated $7K.
Bogart Wealth LLC first reported a position in Westlake Corp in Q2 2018 and held it in 1 quarter.
Bogart Wealth LLC's Westlake Corp position peaked at $7K in Q2 2018.
311 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2018.

Based on Bogart Wealth LLC's 13F filing for Q3 2018, filed 16 Oct 2018.