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Winslow Evans & Crocker’s Westlake Corp WLK Stock Holding History

Winslow Evans & Crocker’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
Q4 		– Sell
-5,226
Closed -$452K – 1393
2014
Q3 		$452K Buy
+5,226
New +$473K 0.13% 186

Other funds holding WLK

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winslow Evans & Crocker's WLK Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of Westlake Corp (WLK) in Q4 2014, closing a stake of 5,226 shares — an estimated $452K sold.

Winslow Evans & Crocker first reported a position in WLK in Q3 2014 and held it in 1 quarter. The position peaked at $452K in Q3 2014. 280 funds tracked by Wall St. Rank hold WLK as of Q4 2014.

  • Winslow Evans & Crocker reported no remaining Westlake Corp position as of Q4 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 5,226 Westlake Corp shares in Q4 2014, an estimated $452K.
  • Winslow Evans & Crocker first reported a position in Westlake Corp in Q3 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's Westlake Corp position peaked at $452K in Q3 2014.
  • 280 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.