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Financial Architects (New Jersey)’s Westlake Corp WLK Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-812
Closed -$87K – 1521
2018
Q2 		$87K Buy
+812
New +$91K 0.02% 431

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Architects (New Jersey)'s WLK Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of Westlake Corp (WLK) in Q3 2018, closing a stake of 812 shares — an estimated $87K sold.

Financial Architects (New Jersey) first reported a position in WLK in Q2 2018 and held it in 1 quarter. The position peaked at $87K in Q2 2018. 311 funds tracked by Wall St. Rank hold WLK as of Q3 2018.

  • Financial Architects (New Jersey) reported no remaining Westlake Corp position as of Q3 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 812 Westlake Corp shares in Q3 2018, an estimated $87K.
  • Financial Architects (New Jersey) first reported a position in Westlake Corp in Q2 2018 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Westlake Corp position peaked at $87K in Q2 2018.
  • 311 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.