Independent Portfolio Consultants’s Westlake Corp WLK Stock Holding History

Independent Portfolio Consultants’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 Q3	–	Sell	-515	Closed	-$43K	–	953
2014 Q2	$43K	Buy	+515	New	+$38.6K	0.01%	662

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

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

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

WBC

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

BIT

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

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

NRECA

National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Independent Portfolio Consultants's WLK Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Westlake Corp (WLK) in Q3 2014, closing a stake of 515 shares — an estimated $43K sold.

Independent Portfolio Consultants first reported a position in WLK in Q2 2014 and held it in 1 quarter. The position peaked at $43K in Q2 2014. 286 funds tracked by Wall St. Rank hold WLK as of Q3 2014.

Independent Portfolio Consultants reported no remaining Westlake Corp position as of Q3 2014 after selling out during the quarter.
Independent Portfolio Consultants sold 515 Westlake Corp shares in Q3 2014, an estimated $43K.
Independent Portfolio Consultants first reported a position in Westlake Corp in Q2 2014 and held it in 1 quarter.
Independent Portfolio Consultants's Westlake Corp position peaked at $43K in Q2 2014.
286 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.