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Callahan Advisors’s Westlake Corp WLK Stock Holding History

Callahan 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
Q4 		– Sell
-7,555
Closed -$495K – 141
2019
Q3 		$495K Buy
7,555
+1,285
+20% +$82.7K 0.09% 100
2019
Q2 		$436K Sell
6,270
-1,530
-20% -$102K 0.08% 109
2019
Q1 		$529K Buy
7,800
+3,510
+82% +$254K 0.1% 102
2018
Q4 		$284K Buy
4,290
+270
+7% +$19.5K 0.06% 121
2018
Q3 		$334K Buy
+4,020
New +$393K 0.06% 121

Other funds holding WLK

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

Callahan Advisors's WLK Position: Q4 2019 in Review

Callahan Advisors sold out of Westlake Corp (WLK) in Q4 2019, closing a stake of 7,555 shares — an estimated $495K sold.

Callahan Advisors first reported a position in WLK in Q3 2018 and held it in 5 quarters. The position peaked at $529K in Q1 2019. 249 funds tracked by Wall St. Rank hold WLK as of Q4 2019.

  • Callahan Advisors reported no remaining Westlake Corp position as of Q4 2019 after selling out during the quarter.
  • Callahan Advisors sold 7,555 Westlake Corp shares in Q4 2019, an estimated $495K.
  • Callahan Advisors first reported a position in Westlake Corp in Q3 2018 and held it in 5 quarters.
  • Callahan Advisors's Westlake Corp position peaked at $529K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2019.

Based on Callahan Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.