Geneva Advisors’s Westlake Corp WLK Stock Holding History

Geneva 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
2014 Q4	–	Sell	-8,650	Closed	-$749K	–	744
2014 Q3	$749K	Buy	+8,650	New	+$783K	0.01%	354

Other funds holding WLK

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

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

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

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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

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

BIT

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Geneva Advisors's WLK Position: Q4 2014 in Review

Geneva Advisors sold out of Westlake Corp (WLK) in Q4 2014, closing a stake of 8,650 shares — an estimated $749K sold.

Geneva Advisors first reported a position in WLK in Q3 2014 and held it in 1 quarter. The position peaked at $749K in Q3 2014. 280 funds tracked by Wall St. Rank hold WLK as of Q4 2014.

Geneva Advisors reported no remaining Westlake Corp position as of Q4 2014 after selling out during the quarter.
Geneva Advisors sold 8,650 Westlake Corp shares in Q4 2014, an estimated $749K.
Geneva Advisors first reported a position in Westlake Corp in Q3 2014 and held it in 1 quarter.
Geneva Advisors's Westlake Corp position peaked at $749K in Q3 2014.
280 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2014.

Based on Geneva Advisors's 13F filing for Q4 2014, filed 2 Feb 2015.