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Friedberg Investment Management’s Westlake Corp WLK Stock Holding History

Friedberg Investment Management’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
2015
Q2 		– Sell
-38,990
Closed -$2.8M – 106
2015
Q1 		$2.8M Buy
38,990
+680
+2% +$43.6K 1.02% 36
2014
Q4 		$2.34M Sell
38,310
-50
-0.1% -$3.4K 0.92% 47
2014
Q3 		$3.32M Sell
38,360
-1,000
-3% -$90.5K 1.28% 28
2014
Q2 		$3.3M Sell
39,360
-1,030
-3% -$77.1K 1.2% 33
2014
Q1 		$2.67M Buy
40,390
+12,820
+46% +$815K 1.04% 42
2013
Q4 		$1.68M Buy
+27,570
New +$1.55M 0.68% 56

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Friedberg Investment Management's WLK Position: Q2 2015 in Review

Friedberg Investment Management sold out of Westlake Corp (WLK) in Q2 2015, closing a stake of 38,990 shares — an estimated $2.8M sold.

Friedberg Investment Management first reported a position in WLK in Q4 2013 and held it in 6 quarters. The position peaked at $3.32M in Q3 2014. 262 funds tracked by Wall St. Rank hold WLK as of Q2 2015.

  • Friedberg Investment Management reported no remaining Westlake Corp position as of Q2 2015 after selling out during the quarter.
  • Friedberg Investment Management sold 38,990 Westlake Corp shares in Q2 2015, an estimated $2.8M.
  • Friedberg Investment Management first reported a position in Westlake Corp in Q4 2013 and held it in 6 quarters.
  • Friedberg Investment Management's Westlake Corp position peaked at $3.32M in Q3 2014.
  • 262 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2015.

Based on Friedberg Investment Management's 13F filing for Q2 2015, filed 5 Aug 2015.