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US Global Investors Funds’s Westlake Corp WLK Stock Holding History

US Global Investors Funds’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
Q4 		$1.83M Buy
+30,000
New +$1.69M 0.33% 97

Other funds holding WLK

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

US Global Investors Funds's WLK Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Westlake Corp (WLK) in Q4 2013: 30,000 shares worth $1.83M. The stake represents 0.33% of the portfolio and ranks #97 among its holdings.

231 funds tracked by Wall St. Rank hold WLK as of Q4 2013.

  • US Global Investors Funds held 30,000 shares of Westlake Corp worth $1.83M as of Q4 2013.
  • Westlake Corp was a new US Global Investors Funds position in Q4 2013.
  • Westlake Corp made up 0.33% of US Global Investors Funds's portfolio in Q4 2013, its #97 holding.
  • 231 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.