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Checchi Capital Advisers’s Westlake Corp WLK Stock Holding History

Checchi Capital Advisers’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
Q3 		– Sell
-349
Closed -$15K – 1220
2016
Q2 		$15K Sell
349
-56
-14% -$2.56K ﹤0.01% 1224
2016
Q1 		$19K Buy
+405
New +$18.4K ﹤0.01% 1151

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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Checchi Capital Advisers's WLK Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Westlake Corp (WLK) in Q3 2016, closing a stake of 349 shares — an estimated $15K sold.

Checchi Capital Advisers first reported a position in WLK in Q1 2016 and held it in 2 quarters. The position peaked at $19K in Q1 2016. 222 funds tracked by Wall St. Rank hold WLK as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Westlake Corp position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 349 Westlake Corp shares in Q3 2016, an estimated $15K.
  • Checchi Capital Advisers first reported a position in Westlake Corp in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Westlake Corp position peaked at $19K in Q1 2016.
  • 222 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.