Howe & Rusling’s Westlake Corp WLK Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-49	Closed	-$5K	–	950
2018 Q1	$5K	Sell	49 -13	-21%	-$1.45K	﹤0.01%	625
2017 Q4	$7K	Buy	+62	New	+$5.74K	﹤0.01%	516

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Howe & Rusling's WLK Position: Q2 2018 in Review

Howe & Rusling sold out of Westlake Corp (WLK) in Q2 2018, closing a stake of 49 shares — an estimated $5K sold.

Howe & Rusling first reported a position in WLK in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 328 funds tracked by Wall St. Rank hold WLK as of Q2 2018.

Howe & Rusling reported no remaining Westlake Corp position as of Q2 2018 after selling out during the quarter.
Howe & Rusling sold 49 Westlake Corp shares in Q2 2018, an estimated $5K.
Howe & Rusling first reported a position in Westlake Corp in Q4 2017 and held it in 2 quarters.
Howe & Rusling's Westlake Corp position peaked at $7K in Q4 2017.
328 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.