Calton & Associates’s Westlake Corp WLK Stock Holding History

Calton & Associates’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 Q1	–	Sell	-102	Closed	-$11K	–	1277
2017 Q4	$11K	Buy	+102	New	+$9.45K	﹤0.01%	1051

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Calton & Associates's WLK Position: Q1 2018 in Review

Calton & Associates sold out of Westlake Corp (WLK) in Q1 2018, closing a stake of 102 shares — an estimated $11K sold.

Calton & Associates first reported a position in WLK in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 318 funds tracked by Wall St. Rank hold WLK as of Q1 2018.

Calton & Associates reported no remaining Westlake Corp position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 102 Westlake Corp shares in Q1 2018, an estimated $11K.
Calton & Associates first reported a position in Westlake Corp in Q4 2017 and held it in 1 quarter.
Calton & Associates's Westlake Corp position peaked at $11K in Q4 2017.
318 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.