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Legacy Private Trust’s Westlake Corp WLK Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-3,810
Closed -$233K – 262
2014
Q4 		$233K Sell
3,810
-9,110
-71% -$620K 0.03% 238
2014
Q3 		$1.12M Sell
12,920
-5,310
-29% -$481K 0.17% 139
2014
Q2 		$1.53M Buy
18,230
+6,636
+57% +$497K 0.24% 109
2014
Q1 		$767K Sell
11,594
-4,430
-28% -$282K 0.13% 125
2013
Q4 		$978K Buy
16,024
+240
+2% +$13.5K 0.18% 108
2013
Q3 		$826K Buy
15,784
+7,994
+103% +$408K 0.17% 98
2013
Q2 		$376K Buy
+7,790
New +$350K 0.09% 137

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RA
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D.E. Shaw & Co
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GTP
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BIT
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Millennium Management
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JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return