FDx Advisors’s Westlake Corp WLK Stock Holding History

FDx Advisors’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 Q2	–	Sell	-2,137	Closed	-$238K	–	1111
2018 Q1	$238K	Sell	2,137 -224	-9%	-$24.9K	0.01%	1070
2017 Q4	$252K	Buy	+2,361	New	+$219K	0.01%	1109
2017 Q1	–	Sell	-11,795	Closed	-$660K	–	1217
2016 Q4	$660K	Buy	+11,795	New	+$644K	0.02%	667
2015 Q4	–	Sell	-11,593	Closed	-$602K	–	912
2015 Q3	$602K	Buy	+11,593	New	+$677K	0.05%	391

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDx Advisors's WLK Position: Q2 2018 in Review

FDx Advisors sold out of Westlake Corp (WLK) in Q2 2018, closing a stake of 2,137 shares — an estimated $238K sold.

FDx Advisors first reported a position in WLK in Q3 2015 and held it in 4 quarters. The position peaked at $660K in Q4 2016. 328 funds tracked by Wall St. Rank hold WLK as of Q2 2018.

FDx Advisors reported no remaining Westlake Corp position as of Q2 2018 after selling out during the quarter.
FDx Advisors sold 2,137 Westlake Corp shares in Q2 2018, an estimated $238K.
FDx Advisors first reported a position in Westlake Corp in Q3 2015 and held it in 4 quarters.
FDx Advisors's Westlake Corp position peaked at $660K in Q4 2016.
328 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.