Gideon Capital Advisors’s Westlake Corp WLK Stock Holding History

Gideon Capital 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
2018 Q4	–	Sell	-4,013	Closed	-$334K	–	525
2018 Q3	$334K	Buy	+4,013	New	+$392K	0.16%	216
2018 Q2	–	Sell	-4,765	Closed	-$530K	–	511
2018 Q1	$530K	Buy	+4,765	New	+$530K	0.33%	108
2015 Q4	–	Sell	-4,933	Closed	-$256K	–	285
2015 Q3	$256K	Sell	4,933 -171	-3%	-$9.98K	0.15%	173
2015 Q2	$350K	Buy	+5,104	New	+$371K	0.14%	178
2014 Q4	–	Sell	-10,019	Closed	-$868K	–	319
2014 Q3	$868K	Buy	+10,019	New	+$907K	0.34%	102
2014 Q2	–	Sell	-9,984	Closed	-$661K	–	326
2014 Q1	$661K	Buy	+9,984	New	+$635K	0.37%	92

Other funds holding WLK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gideon Capital Advisors's WLK Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Westlake Corp (WLK) in Q4 2018, closing a stake of 4,013 shares — an estimated $334K sold.

Gideon Capital Advisors first reported a position in WLK in Q1 2014 and held it in 6 quarters. The position peaked at $868K in Q3 2014. 300 funds tracked by Wall St. Rank hold WLK as of Q4 2018.

Gideon Capital Advisors reported no remaining Westlake Corp position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 4,013 Westlake Corp shares in Q4 2018, an estimated $334K.
Gideon Capital Advisors first reported a position in Westlake Corp in Q1 2014 and held it in 6 quarters.
Gideon Capital Advisors's Westlake Corp position peaked at $868K in Q3 2014.
300 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.