FPFS
WLK icon

First Personal Financial Services’s Westlake Corp WLK Stock Holding History

First Personal Financial Services’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
-278
Closed -$31K – 936
2018
Q1 		$31K Sell
278
-190
-41% -$21.1K 0.01% 544
2017
Q4 		$50K Hold
468
– – 0.01% 477
2017
Q3 		$39K Hold
468
– – 0.01% 470
2017
Q2 		$31K Hold
468
– – 0.01% 511
2017
Q1 		$31K Hold
468
– – 0.01% 491
2016
Q4 		$26K Buy
+468
New +$25.6K 0.01% 503

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Personal Financial Services's WLK Position: Q2 2018 in Review

First Personal Financial Services sold out of Westlake Corp (WLK) in Q2 2018, closing a stake of 278 shares — an estimated $31K sold.

First Personal Financial Services first reported a position in WLK in Q4 2016 and held it in 6 quarters. The position peaked at $50K in Q4 2017. 328 funds tracked by Wall St. Rank hold WLK as of Q2 2018.

  • First Personal Financial Services reported no remaining Westlake Corp position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 278 Westlake Corp shares in Q2 2018, an estimated $31K.
  • First Personal Financial Services first reported a position in Westlake Corp in Q4 2016 and held it in 6 quarters.
  • First Personal Financial Services's Westlake Corp position peaked at $50K in Q4 2017.
  • 328 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.