WealthTrust-Arizona’s Westlake Corp WLK Stock Holding History

WealthTrust-Arizona’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
2015 Q3	–	Sell	-36	Closed	-$2K	–	641
2015 Q2	$2K	Hold	36	–	–	﹤0.01%	581
2015 Q1	$3K	Hold	36	–	–	﹤0.01%	565
2014 Q4	$2K	Hold	36	–	–	﹤0.01%	564
2014 Q3	$3K	Hold	36	–	–	﹤0.01%	540
2014 Q2	$3K	Hold	36	–	–	﹤0.01%	533
2014 Q1	$2K	Hold	36	–	–	﹤0.01%	593
2013 Q4	$2K	Hold	36	–	–	﹤0.01%	579
2013 Q3	$2K	Hold	36	–	–	﹤0.01%	569
2013 Q2	$2K	Buy	+36	New	+$1.62K	﹤0.01%	541

Other funds holding WLK

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

WealthTrust-Arizona's WLK Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Westlake Corp (WLK) in Q3 2015, closing a stake of 36 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in WLK in Q2 2013 and held it in 9 quarters. The position peaked at $3K in Q1 2015. 251 funds tracked by Wall St. Rank hold WLK as of Q3 2015.

WealthTrust-Arizona reported no remaining Westlake Corp position as of Q3 2015 after selling out during the quarter.
WealthTrust-Arizona sold 36 Westlake Corp shares in Q3 2015, an estimated $2K.
WealthTrust-Arizona first reported a position in Westlake Corp in Q2 2013 and held it in 9 quarters.
WealthTrust-Arizona's Westlake Corp position peaked at $3K in Q1 2015.
251 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.