CI
WLK icon

Cavalier Investments’s Westlake Corp WLK Stock Holding History

Cavalier Investments’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
Q3 		– Sell
-12,250
Closed -$1.32M – 186
2018
Q2 		$1.32M Buy
12,250
+2,100
+21% +$235K 0.44% 51
2018
Q1 		$1.13M Buy
10,150
+5,750
+131% +$640K 0.4% 53
2017
Q4 		$469K Buy
+4,400
New +$408K 0.19% 92

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cavalier Investments's WLK Position: Q3 2018 in Review

Cavalier Investments sold out of Westlake Corp (WLK) in Q3 2018, closing a stake of 12,250 shares — an estimated $1.32M sold.

Cavalier Investments first reported a position in WLK in Q4 2017 and held it in 3 quarters. The position peaked at $1.32M in Q2 2018. 311 funds tracked by Wall St. Rank hold WLK as of Q3 2018.

  • Cavalier Investments reported no remaining Westlake Corp position as of Q3 2018 after selling out during the quarter.
  • Cavalier Investments sold 12,250 Westlake Corp shares in Q3 2018, an estimated $1.32M.
  • Cavalier Investments first reported a position in Westlake Corp in Q4 2017 and held it in 3 quarters.
  • Cavalier Investments's Westlake Corp position peaked at $1.32M in Q2 2018.
  • 311 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.