MSI Financial Services’s Westlake Corp WLK Stock Holding History

MSI Financial Services’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 Q4	$197K	Buy	3,504 +11	+0.3%	+$601	0.01%	1095
2016 Q3	$187K	Buy	3,493 +640	+22%	+$30.9K	0.01%	1101
2016 Q2	$122K	Buy	2,853 +1,031	+57%	+$47.1K	﹤0.01%	1301
2016 Q1	$84K	Buy	1,822 +835	+85%	+$37.9K	﹤0.01%	1440
2015 Q4	$54K	Buy	987 +587	+147%	+$34K	﹤0.01%	1679
2015 Q3	$21K	Hold	400	–	–	﹤0.01%	1687
2015 Q2	$27K	Sell	400 -46	-10%	-$3.35K	﹤0.01%	1657
2015 Q1	$32K	Sell	446 -235	-35%	-$15.1K	﹤0.01%	1568
2014 Q4	$42K	Buy	681 +115	+20%	+$7.83K	﹤0.01%	1162
2014 Q3	$49K	Hold	566	–	–	0.01%	1099
2014 Q2	$47K	Sell	566 -218	-28%	-$16.3K	0.01%	1104
2014 Q1	$52K	Sell	784 -1,668	-68%	-$106K	0.01%	1014
2013 Q4	$150K	Buy	2,452 +324	+15%	+$18.2K	0.02%	612
2013 Q3	$111K	Sell	2,128 -476	-18%	-$24.3K	0.02%	625
2013 Q2	$126K	Buy	+2,604	New	+$117K	0.03%	568

Other funds holding WLK

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SCM

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

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MSI Financial Services's WLK Position: Q4 2016 in Review

MSI Financial Services increased its Westlake Corp (WLK) stake by 0.31% in Q4 2016, buying an estimated $601 and bringing the position to 3,504 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #1095.

MSI Financial Services first reported a position in WLK in Q2 2013 and has held it in 15 quarters since. 224 funds tracked by Wall St. Rank hold WLK as of Q4 2016.

MSI Financial Services held 3,504 shares of Westlake Corp worth $197K as of Q4 2016.
MSI Financial Services bought 11 Westlake Corp shares in Q4 2016, an estimated $601.
Westlake Corp made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1095 holding.
MSI Financial Services first reported a position in Westlake Corp in Q2 2013 and has held it in 15 quarters since.
224 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.