BIM
WLK icon

Bogle Investment Management’s Westlake Corp WLK Stock Holding History

Bogle Investment Management’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
2014
Q3 		– Sell
-8,696
Closed -$728K – 407
2014
Q2 		$728K Buy
+8,696
New +$651K 0.05% 257

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Bogle Investment Management's WLK Position: Q3 2014 in Review

Bogle Investment Management sold out of Westlake Corp (WLK) in Q3 2014, closing a stake of 8,696 shares — an estimated $728K sold.

Bogle Investment Management first reported a position in WLK in Q2 2014 and held it in 1 quarter. The position peaked at $728K in Q2 2014. 286 funds tracked by Wall St. Rank hold WLK as of Q3 2014.

  • Bogle Investment Management reported no remaining Westlake Corp position as of Q3 2014 after selling out during the quarter.
  • Bogle Investment Management sold 8,696 Westlake Corp shares in Q3 2014, an estimated $728K.
  • Bogle Investment Management first reported a position in Westlake Corp in Q2 2014 and held it in 1 quarter.
  • Bogle Investment Management's Westlake Corp position peaked at $728K in Q2 2014.
  • 286 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2014.

Based on Bogle Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.