Stratos Wealth Partners’s Westlake Corp WLK Stock Holding History

Stratos Wealth 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
2018 Q4	–	Sell	-500	Closed	-$42K	–	2506
2018 Q3	$42K	Buy	+500	New	+$48.9K	﹤0.01%	1535
2018 Q2	–	Sell	-646	Closed	-$72K	–	2592
2018 Q1	$72K	Buy	646 +39	+6%	+$4.34K	﹤0.01%	1378
2017 Q4	$65K	Buy	+607	New	+$56.2K	﹤0.01%	1396

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stratos Wealth Partners's WLK Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Westlake Corp (WLK) in Q4 2018, closing a stake of 500 shares — an estimated $42K sold.

Stratos Wealth Partners first reported a position in WLK in Q4 2017 and held it in 3 quarters. The position peaked at $72K in Q1 2018. 300 funds tracked by Wall St. Rank hold WLK as of Q4 2018.

Stratos Wealth Partners reported no remaining Westlake Corp position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 500 Westlake Corp shares in Q4 2018, an estimated $42K.
Stratos Wealth Partners first reported a position in Westlake Corp in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Westlake Corp position peaked at $72K in Q1 2018.
300 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.