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Capstone Asset Management’s Westlake Corp WLK Stock Holding History

Capstone Asset 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
2013
Q4 		– Sell
-3,942
Closed -$206K – 1958
2013
Q3 		$206K Buy
+3,942
New +$201K 0.01% 1835

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WBC
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SCA
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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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
NRECA
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Capstone Asset Management's WLK Position: Q4 2013 in Review

Capstone Asset Management sold out of Westlake Corp (WLK) in Q4 2013, closing a stake of 3,942 shares — an estimated $206K sold.

Capstone Asset Management first reported a position in WLK in Q3 2013 and held it in 1 quarter. The position peaked at $206K in Q3 2013. 231 funds tracked by Wall St. Rank hold WLK as of Q4 2013.

  • Capstone Asset Management reported no remaining Westlake Corp position as of Q4 2013 after selling out during the quarter.
  • Capstone Asset Management sold 3,942 Westlake Corp shares in Q4 2013, an estimated $206K.
  • Capstone Asset Management first reported a position in Westlake Corp in Q3 2013 and held it in 1 quarter.
  • Capstone Asset Management's Westlake Corp position peaked at $206K in Q3 2013.
  • 231 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2013.

Based on Capstone Asset Management's 13F filing for Q4 2013, filed 4 Feb 2014.