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Cetera Investment Management’s Westlake Corp WLK Stock Holding History

Cetera 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
2016
Q4 		– Sell
-12,831
Closed -$686K – 121
2016
Q3 		$686K Sell
12,831
-1,494
-10% -$72.1K 0.44% 79
2016
Q2 		$615K Sell
14,325
-959
-6% -$43.8K 0.36% 83
2016
Q1 		$719K Sell
15,284
-282
-2% -$12.8K 0.37% 88
2015
Q4 		$849K Buy
+15,566
New +$902K 0.34% 107

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cetera Investment Management's WLK Position: Q4 2016 in Review

Cetera Investment Management sold out of Westlake Corp (WLK) in Q4 2016, closing a stake of 12,831 shares — an estimated $686K sold.

Cetera Investment Management first reported a position in WLK in Q4 2015 and held it in 4 quarters. The position peaked at $849K in Q4 2015. 224 funds tracked by Wall St. Rank hold WLK as of Q4 2016.

  • Cetera Investment Management reported no remaining Westlake Corp position as of Q4 2016 after selling out during the quarter.
  • Cetera Investment Management sold 12,831 Westlake Corp shares in Q4 2016, an estimated $686K.
  • Cetera Investment Management first reported a position in Westlake Corp in Q4 2015 and held it in 4 quarters.
  • Cetera Investment Management's Westlake Corp position peaked at $849K in Q4 2015.
  • 224 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2016.

Based on Cetera Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.