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Gerstein Fisher’s Westlake Corp WLK Stock Holding History

Gerstein Fisher’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
-9,546
Closed -$687K – 428
2015
Q1 		$687K Sell
9,546
-386
-4% -$24.7K 0.11% 176
2014
Q4 		$612K Sell
9,932
-249
-2% -$16.9K 0.1% 186
2014
Q3 		$882K Buy
10,181
+107
+1% +$9.68K 0.16% 132
2014
Q2 		$844K Hold
10,074
– – 0.16% 118
2014
Q1 		$667K Sell
10,074
-9,382
-48% -$596K 0.13% 135
2013
Q4 		$5.91M Buy
19,456
+9,728
+100% +$546K 0.22% 115
2013
Q3 		$509K Hold
9,728
– – 0.11% 172
2013
Q2 		$469K Buy
+9,728
New +$437K 0.11% 162

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 $19.5B AUM 17.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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 $77.1B AUM 42.89% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Gerstein Fisher's WLK Position: Q2 2015 in Review

Gerstein Fisher sold out of Westlake Corp (WLK) in Q2 2015, closing a stake of 9,546 shares — an estimated $687K sold.

Gerstein Fisher first reported a position in WLK in Q2 2013 and held it in 8 quarters. The position peaked at $5.91M in Q4 2013. 262 funds tracked by Wall St. Rank hold WLK as of Q2 2015.

  • Gerstein Fisher reported no remaining Westlake Corp position as of Q2 2015 after selling out during the quarter.
  • Gerstein Fisher sold 9,546 Westlake Corp shares in Q2 2015, an estimated $687K.
  • Gerstein Fisher first reported a position in Westlake Corp in Q2 2013 and held it in 8 quarters.
  • Gerstein Fisher's Westlake Corp position peaked at $5.91M in Q4 2013.
  • 262 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2015.

Based on Gerstein Fisher's 13F filing for Q2 2015, filed 13 Aug 2015.