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UBS’s Westlake Corp WLK Stock Holding History

UBS’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 		$69K Hold
800
– – ﹤0.01% 6448
2014
Q2 		$67K Buy
800
+700
+700% +$52.4K ﹤0.01% 6475
2014
Q1 		$7K Sell
100
-1,100
-92% -$69.9K ﹤0.01% 9271
2013
Q4 		$73K Sell
1,200
-2,800
-70% -$157K ﹤0.01% 6461
2013
Q3 		$209K Buy
4,000
+3,800
+1,900% +$194K ﹤0.01% 5124
2013
Q2 		$10K Buy
+200
New +$8.99K ﹤0.01% 8649

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

UBS's WLK Position: Q3 2014 in Review

UBS increased its Westlake Corp (WLK) stake by 117% in Q3 2014, buying an estimated $2.62M and bringing the position to 53,725 shares worth $4.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

UBS first reported a position in WLK in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.39M in Q1 2014. 286 funds tracked by Wall St. Rank hold WLK as of Q3 2014.

  • UBS held 53,725 shares of Westlake Corp worth $4.65M as of Q3 2014.
  • UBS bought 29,005 Westlake Corp shares in Q3 2014, an estimated $2.62M.
  • Westlake Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2101 holding.
  • UBS first reported a position in Westlake Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Westlake Corp position peaked at $6.39M in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.