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Broadview Advisors’s Westlake Corp WLK Stock Holding History

Broadview 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
2018
Q4 		– Sell
-9,825
Closed -$817K – 96
2018
Q3 		$817K Sell
9,825
-37,350
-79% -$3.65M 0.14% 78
2018
Q2 		$5.08M Sell
47,175
-350
-0.7% -$39.2K 0.81% 59
2018
Q1 		$5.28M Sell
47,525
-30,675
-39% -$3.41M 0.87% 57
2017
Q4 		$8.33M Sell
78,200
-48,475
-38% -$4.49M 1.19% 31
2017
Q3 		$10.5M Sell
126,675
-23,925
-16% -$1.76M 1.53% 18
2017
Q2 		$9.97M Sell
150,600
-15,150
-9% -$962K 1.48% 21
2017
Q1 		$10.9M Buy
165,750
+1,850
+1% +$117K 1.51% 21
2016
Q4 		$9.18M Buy
+163,900
New +$8.95M 1.23% 32

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Broadview Advisors's WLK Position: Q4 2018 in Review

Broadview Advisors sold out of Westlake Corp (WLK) in Q4 2018, closing a stake of 9,825 shares — an estimated $817K sold.

Broadview Advisors first reported a position in WLK in Q4 2016 and held it in 8 quarters. The position peaked at $10.9M in Q1 2017. 300 funds tracked by Wall St. Rank hold WLK as of Q4 2018.

  • Broadview Advisors reported no remaining Westlake Corp position as of Q4 2018 after selling out during the quarter.
  • Broadview Advisors sold 9,825 Westlake Corp shares in Q4 2018, an estimated $817K.
  • Broadview Advisors first reported a position in Westlake Corp in Q4 2016 and held it in 8 quarters.
  • Broadview Advisors's Westlake Corp position peaked at $10.9M in Q1 2017.
  • 300 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2018.

Based on Broadview Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.