Proficio Capital Partners’s Westlake Corp WLK Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-108	Closed	-$8K	–	1548
2019 Q2	$8K	Sell	108 -42	-28%	-$2.79K	﹤0.01%	1047
2019 Q1	$10K	Sell	150 -6	-4%	-$435	﹤0.01%	879
2018 Q4	$10K	Sell	156 -90	-37%	-$6.5K	﹤0.01%	744
2018 Q3	$20K	Hold	246	–	–	0.01%	604
2018 Q2	$26K	Hold	246	–	–	0.01%	526
2018 Q1	$27K	Hold	246	–	–	0.01%	507
2017 Q4	$26K	Hold	246	–	–	0.01%	506
2017 Q3	$20K	Hold	246	–	–	0.01%	599
2017 Q2	$18K	Buy	246 +6	+3%	+$381	0.01%	644
2017 Q1	$15K	Buy	240 +164	+216%	+$10.4K	0.01%	708
2016 Q4	$4K	Buy	76 +34	+81%	+$1.86K	﹤0.01%	808
2016 Q3	$2K	Buy	+42	New	+$2.03K	﹤0.01%	890
2016 Q2	–	Sell	-66	Closed	-$3K	–	1184
2016 Q1	$3K	Buy	66 +33	+100%	+$1.5K	﹤0.01%	680
2015 Q4	$2K	Buy	+33	New	+$1.91K	﹤0.01%	699

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Proficio Capital Partners's WLK Position: Q3 2019 in Review

Proficio Capital Partners sold out of Westlake Corp (WLK) in Q3 2019, closing a stake of 108 shares — an estimated $8K sold.

Proficio Capital Partners first reported a position in WLK in Q4 2015 and held it in 14 quarters. The position peaked at $27K in Q1 2018. 246 funds tracked by Wall St. Rank hold WLK as of Q3 2019.

Proficio Capital Partners reported no remaining Westlake Corp position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 108 Westlake Corp shares in Q3 2019, an estimated $8K.
Proficio Capital Partners first reported a position in Westlake Corp in Q4 2015 and held it in 14 quarters.
Proficio Capital Partners's Westlake Corp position peaked at $27K in Q1 2018.
246 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.