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Scotia Institutional Investments US’s Westlake Corp WLK Stock Holding History

Scotia Institutional Investments US’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
2013
Q3 		$254K Buy
4,850
+3,712
+326% +$189K 0.23% 20
2013
Q2 		$55K Buy
+1,138
New +$51.1K 0.1% 8

Other funds holding WLK

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VBCP
Vollero Beach Capital Partners New York $255M AUM 50.09% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Scotia Institutional Investments US's WLK Position: Q3 2013 in Review

Scotia Institutional Investments US increased its Westlake Corp (WLK) stake by 326% in Q3 2013, buying an estimated $189K and bringing the position to 4,850 shares worth $254K. The position accounts for 0.23% of the portfolio, ranked #20.

Scotia Institutional Investments US first reported a position in WLK in Q2 2013 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold WLK as of Q3 2013.

  • Scotia Institutional Investments US held 4,850 shares of Westlake Corp worth $254K as of Q3 2013.
  • Scotia Institutional Investments US bought 3,712 Westlake Corp shares in Q3 2013, an estimated $189K.
  • Westlake Corp made up 0.23% of Scotia Institutional Investments US's portfolio in Q3 2013, its #20 holding.
  • Scotia Institutional Investments US first reported a position in Westlake Corp in Q2 2013 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2013.

Based on Scotia Institutional Investments US's 13F filing for Q3 2013, filed 14 Nov 2013.