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Boston Advisors’s Westlake Corp WLK Stock Holding History

Boston Advisors’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
2019
Q2 		– Sell
-4,990
Closed -$339K – 670
2019
Q1 		$339K Buy
+4,990
New +$362K 0.02% 534
2016
Q4 		– Sell
-13,002
Closed -$696K – 680
2016
Q3 		$696K Sell
13,002
-2,985
-19% -$144K 0.02% 431
2016
Q2 		$686K Buy
+15,987
New +$730K 0.02% 402
2014
Q4 		– Sell
-51,225
Closed -$4.44M – 612
2014
Q3 		$4.44M Sell
51,225
-1,375
-3% -$124K 0.19% 141
2014
Q2 		$4.41M Buy
52,600
+450
+0.9% +$33.7K 0.19% 150
2014
Q1 		$3.45M Buy
52,150
+22,400
+75% +$1.42M 0.15% 158
2013
Q4 		$1.82M Buy
+29,750
New +$1.67M 0.09% 205

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Advisors's WLK Position: Q2 2019 in Review

Boston Advisors sold out of Westlake Corp (WLK) in Q2 2019, closing a stake of 4,990 shares — an estimated $339K sold.

Boston Advisors first reported a position in WLK in Q4 2013 and held it in 7 quarters. The position peaked at $4.44M in Q3 2014. 269 funds tracked by Wall St. Rank hold WLK as of Q2 2019.

  • Boston Advisors reported no remaining Westlake Corp position as of Q2 2019 after selling out during the quarter.
  • Boston Advisors sold 4,990 Westlake Corp shares in Q2 2019, an estimated $339K.
  • Boston Advisors first reported a position in Westlake Corp in Q4 2013 and held it in 7 quarters.
  • Boston Advisors's Westlake Corp position peaked at $4.44M in Q3 2014.
  • 269 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2019.

Based on Boston Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.