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Strategic Investment Management’s Westlake Corp WLK Stock Holding History

Strategic Investment Management’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
-5,046
Closed -$422K – 125
2014
Q2 		$422K Hold
5,046
– – 0.1% 15
2014
Q1 		$333K Hold
5,046
– – 0.05% 18
2013
Q4 		$298K Hold
5,046
– – 0.07% 18
2013
Q3 		$264K Buy
5,046
+186
+4% +$9.49K 0.05% 24
2013
Q2 		$234K Buy
+4,860
New +$218K 0.05% 18

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

Strategic Investment Management's WLK Position: Q3 2014 in Review

Strategic Investment Management sold out of Westlake Corp (WLK) in Q3 2014, closing a stake of 5,046 shares — an estimated $422K sold.

Strategic Investment Management first reported a position in WLK in Q2 2013 and held it in 5 quarters. The position peaked at $422K in Q2 2014. 286 funds tracked by Wall St. Rank hold WLK as of Q3 2014.

  • Strategic Investment Management reported no remaining Westlake Corp position as of Q3 2014 after selling out during the quarter.
  • Strategic Investment Management sold 5,046 Westlake Corp shares in Q3 2014, an estimated $422K.
  • Strategic Investment Management first reported a position in Westlake Corp in Q2 2013 and held it in 5 quarters.
  • Strategic Investment Management's Westlake Corp position peaked at $422K in Q2 2014.
  • 286 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2014.

Based on Strategic Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.