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BRC Investment Management’s Westlake Corp WLK Stock Holding History

BRC 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
Q4 		– Sell
-158,728
Closed -$13.7M – 148
2014
Q3 		$13.7M Sell
158,728
-36,588
-19% -$3.31M 2.09% 29
2014
Q2 		$16.4M Sell
195,316
-31,442
-14% -$2.35M 2.35% 22
2014
Q1 		$15M Sell
226,758
-2,390
-1% -$152K 2.36% 22
2013
Q4 		$14M Sell
229,148
-15,134
-6% -$850K 2.28% 21
2013
Q3 		$12.8M Buy
244,282
+235,374
+2,642% +$12M 1.94% 29
2013
Q2 		$429K Buy
+8,908
New +$400K 0.08% 103

Other funds holding WLK

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BRC Investment Management's WLK Position: Q4 2014 in Review

BRC Investment Management sold out of Westlake Corp (WLK) in Q4 2014, closing a stake of 158,728 shares — an estimated $13.7M sold.

BRC Investment Management first reported a position in WLK in Q2 2013 and held it in 6 quarters. The position peaked at $16.4M in Q2 2014. 280 funds tracked by Wall St. Rank hold WLK as of Q4 2014.

  • BRC Investment Management reported no remaining Westlake Corp position as of Q4 2014 after selling out during the quarter.
  • BRC Investment Management sold 158,728 Westlake Corp shares in Q4 2014, an estimated $13.7M.
  • BRC Investment Management first reported a position in Westlake Corp in Q2 2013 and held it in 6 quarters.
  • BRC Investment Management's Westlake Corp position peaked at $16.4M in Q2 2014.
  • 280 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2014.

Based on BRC Investment Management's 13F filing for Q4 2014, filed 26 Jan 2015.