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Optimum Investment Advisors’s Westlake Corp WLK Stock Holding History

Optimum Investment Advisors’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
-500
Closed -$42K – 962
2014
Q2 		$42K Hold
500
– – 0.01% 524
2014
Q1 		$33K Buy
+500
New +$31.8K 0.01% 442

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Select Equity Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
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
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

Optimum Investment Advisors's WLK Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Westlake Corp (WLK) in Q3 2014, closing a stake of 500 shares — an estimated $42K sold.

Optimum Investment Advisors first reported a position in WLK in Q1 2014 and held it in 2 quarters. The position peaked at $42K in Q2 2014. 286 funds tracked by Wall St. Rank hold WLK as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Westlake Corp position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Westlake Corp shares in Q3 2014, an estimated $42K.
  • Optimum Investment Advisors first reported a position in Westlake Corp in Q1 2014 and held it in 2 quarters.
  • Optimum Investment Advisors's Westlake Corp position peaked at $42K in Q2 2014.
  • 286 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.