Turner Investments’s Westlake Corp WLK Stock Holding History

Turner Investments’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 Q2	–	Sell	-50,850	Closed	-$3.37M	–	655
2014 Q1	$3.37M	Sell	50,850 -14,170	-22%	-$901K	0.09%	252
2013 Q4	$3.97M	Buy	65,020 +48,960	+305%	+$2.75M	0.07%	286
2013 Q3	$840K	Sell	16,060 -101,260	-86%	-$5.17M	0.01%	486
2013 Q2	$5.66M	Buy	+117,320	New	+$5.27M	0.08%	288

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

Turner Investments's WLK Position: Q2 2014 in Review

Turner Investments sold out of Westlake Corp (WLK) in Q2 2014, closing a stake of 50,850 shares — an estimated $3.37M sold.

Turner Investments first reported a position in WLK in Q2 2013 and held it in 4 quarters. The position peaked at $5.66M in Q2 2013. 270 funds tracked by Wall St. Rank hold WLK as of Q2 2014.

Turner Investments reported no remaining Westlake Corp position as of Q2 2014 after selling out during the quarter.
Turner Investments sold 50,850 Westlake Corp shares in Q2 2014, an estimated $3.37M.
Turner Investments first reported a position in Westlake Corp in Q2 2013 and held it in 4 quarters.
Turner Investments's Westlake Corp position peaked at $5.66M in Q2 2013.
270 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2014.

Based on Turner Investments's 13F filing for Q2 2014, filed 11 Aug 2014.