Dubuque Bank & Trust’s Westlake Corp WLK Stock Holding History

Dubuque Bank & Trust’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	-200	Closed	-$9K	–	590
2016 Q2	$9K	Buy	+200	New	+$9.13K	﹤0.01%	445

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dubuque Bank & Trust's WLK Position: Q3 2016 in Review

Dubuque Bank & Trust sold out of Westlake Corp (WLK) in Q3 2016, closing a stake of 200 shares — an estimated $9K sold.

Dubuque Bank & Trust first reported a position in WLK in Q2 2016 and held it in 1 quarter. The position peaked at $9K in Q2 2016. 222 funds tracked by Wall St. Rank hold WLK as of Q3 2016.

Dubuque Bank & Trust reported no remaining Westlake Corp position as of Q3 2016 after selling out during the quarter.
Dubuque Bank & Trust sold 200 Westlake Corp shares in Q3 2016, an estimated $9K.
Dubuque Bank & Trust first reported a position in Westlake Corp in Q2 2016 and held it in 1 quarter.
Dubuque Bank & Trust's Westlake Corp position peaked at $9K in Q2 2016.
222 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2016.

Based on Dubuque Bank & Trust's 13F filing for Q3 2016, filed 8 Nov 2016.