Guardian Capital (Canada)’s Westlake Corp WLK Stock Holding History

Guardian Capital (Canada)’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
2016 Q1	–	Sell	-5,751	Closed	-$312K	–	212
2015 Q4	$312K	Buy	+5,751	New	+$333K	0.01%	173
2014 Q3	–	Sell	-7,278	Closed	-$610K	–	229
2014 Q2	$610K	Buy	+7,278	New	+$545K	0.01%	155

Other funds holding WLK

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

GTP

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

BIT

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

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

Guardian Capital (Canada)'s WLK Position: Q1 2016 in Review

Guardian Capital (Canada) sold out of Westlake Corp (WLK) in Q1 2016, closing a stake of 5,751 shares — an estimated $312K sold.

Guardian Capital (Canada) first reported a position in WLK in Q2 2014 and held it in 2 quarters. The position peaked at $610K in Q2 2014. 274 funds tracked by Wall St. Rank hold WLK as of Q1 2016.

Guardian Capital (Canada) reported no remaining Westlake Corp position as of Q1 2016 after selling out during the quarter.
Guardian Capital (Canada) sold 5,751 Westlake Corp shares in Q1 2016, an estimated $312K.
Guardian Capital (Canada) first reported a position in Westlake Corp in Q2 2014 and held it in 2 quarters.
Guardian Capital (Canada)'s Westlake Corp position peaked at $610K in Q2 2014.
274 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2016.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2016, filed 12 May 2016.