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Bloom Tree Partners’s Westlake Corp WLK Stock Holding History

Bloom Tree Partners’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
Q1 		– Sell
-325,260
Closed -$19.9M – 36
2013
Q4 		$19.9M Buy
325,260
+44,286
+16% +$2.49M 2.72% 22
2013
Q3 		$14.7M Hold
280,974
– – 2.71% 19
2013
Q2 		$13.5M Buy
+280,974
New +$12.6M 3.33% 16

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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Bloom Tree Partners's WLK Position: Q1 2014 in Review

Bloom Tree Partners sold out of Westlake Corp (WLK) in Q1 2014, closing a stake of 325,260 shares — an estimated $19.9M sold.

Bloom Tree Partners first reported a position in WLK in Q2 2013 and held it in 3 quarters. The position peaked at $19.9M in Q4 2013. 245 funds tracked by Wall St. Rank hold WLK as of Q1 2014.

  • Bloom Tree Partners reported no remaining Westlake Corp position as of Q1 2014 after selling out during the quarter.
  • Bloom Tree Partners sold 325,260 Westlake Corp shares in Q1 2014, an estimated $19.9M.
  • Bloom Tree Partners first reported a position in Westlake Corp in Q2 2013 and held it in 3 quarters.
  • Bloom Tree Partners's Westlake Corp position peaked at $19.9M in Q4 2013.
  • 245 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2014.

Based on Bloom Tree Partners's 13F filing for Q1 2014, filed 15 May 2014.