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BancorpSouth’s Westlake Corp WLK Stock Holding History

BancorpSouth’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
2017
Q3 		$528K Buy
6,354
+209
+3% +$15.4K 0.05% 129
2017
Q2 		$407K Buy
6,145
+664
+12% +$42.2K 0.04% 143
2017
Q1 		$362K Sell
5,481
-214
-4% -$13.5K 0.04% 148
2016
Q4 		$319K Hold
5,695
– – 0.04% 152
2016
Q3 		$305K Buy
5,695
+60
+1% +$2.89K 0.03% 166
2016
Q2 		$242K Sell
5,635
-245
-4% -$11.2K 0.03% 188
2016
Q1 		$272K Buy
+5,880
New +$267K 0.03% 174

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BancorpSouth's WLK Position: Q3 2017 in Review

BancorpSouth increased its Westlake Corp (WLK) stake by 3.4% in Q3 2017, buying an estimated $15.4K and bringing the position to 6,354 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #129.

BancorpSouth first reported a position in WLK in Q1 2016 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold WLK as of Q3 2017.

  • BancorpSouth held 6,354 shares of Westlake Corp worth $528K as of Q3 2017.
  • BancorpSouth bought 209 Westlake Corp shares in Q3 2017, an estimated $15.4K.
  • Westlake Corp made up 0.05% of BancorpSouth's portfolio in Q3 2017, its #129 holding.
  • BancorpSouth first reported a position in Westlake Corp in Q1 2016 and has held it in 7 quarters since.
  • 241 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.