First Citizens Bank & Trust’s Westlake Corp WLK Stock Holding History

First Citizens 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
2014 Q2	–	Sell	-3,366	Closed	-$223K	–	363
2014 Q1	$223K	Hold	3,366	–	–	0.02%	302
2013 Q4	$205K	Sell	3,366 -4,072	-55%	-$229K	0.02%	314
2013 Q3	$389K	Sell	7,438 -4,148	-36%	-$212K	0.01%	816
2013 Q2	$559K	Buy	+11,586	New	+$521K	0.02%	614

Other funds holding WLK

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

WBC

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Citizens Bank & Trust's WLK Position: Q2 2014 in Review

First Citizens Bank & Trust sold out of Westlake Corp (WLK) in Q2 2014, closing a stake of 3,366 shares — an estimated $223K sold.

First Citizens Bank & Trust first reported a position in WLK in Q2 2013 and held it in 4 quarters. The position peaked at $559K in Q2 2013. 270 funds tracked by Wall St. Rank hold WLK as of Q2 2014.

First Citizens Bank & Trust reported no remaining Westlake Corp position as of Q2 2014 after selling out during the quarter.
First Citizens Bank & Trust sold 3,366 Westlake Corp shares in Q2 2014, an estimated $223K.
First Citizens Bank & Trust first reported a position in Westlake Corp in Q2 2013 and held it in 4 quarters.
First Citizens Bank & Trust's Westlake Corp position peaked at $559K in Q2 2013.
270 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2014.

Based on First Citizens Bank & Trust's 13F filing for Q2 2014, filed 5 Aug 2014.