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Carroll Financial Associates’s Westlake Corp WLK Stock Holding History

Carroll Financial 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
Q4 		– Sell
-120
Closed -$9K – 1410
2018
Q3 		$9K Hold
120
– – ﹤0.01% 935
2018
Q2 		$12K Buy
+120
New +$13.5K ﹤0.01% 824

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State Street
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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Carroll Financial Associates's WLK Position: Q4 2018 in Review

Carroll Financial Associates sold out of Westlake Corp (WLK) in Q4 2018, closing a stake of 120 shares — an estimated $9K sold.

Carroll Financial Associates first reported a position in WLK in Q2 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 300 funds tracked by Wall St. Rank hold WLK as of Q4 2018.

  • Carroll Financial Associates reported no remaining Westlake Corp position as of Q4 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 120 Westlake Corp shares in Q4 2018, an estimated $9K.
  • Carroll Financial Associates first reported a position in Westlake Corp in Q2 2018 and held it in 2 quarters.
  • Carroll Financial Associates's Westlake Corp position peaked at $12K in Q2 2018.
  • 300 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.