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Copeland Capital Management’s Westlake Corp WLK Stock Holding History

Copeland Capital Management’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
2015
Q1 		– Sell
-249,530
Closed -$15.2M – 199
2014
Q4 		$15.2M Buy
249,530
+246,355
+7,759% +$16.8M 1.1% 44
2014
Q3 		$275K Buy
+3,175
New +$287K 0.03% 143

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Copeland Capital Management's WLK Position: Q1 2015 in Review

Copeland Capital Management sold out of Westlake Corp (WLK) in Q1 2015, closing a stake of 249,530 shares — an estimated $15.2M sold.

Copeland Capital Management first reported a position in WLK in Q3 2014 and held it in 2 quarters. The position peaked at $15.2M in Q4 2014. 265 funds tracked by Wall St. Rank hold WLK as of Q1 2015.

  • Copeland Capital Management reported no remaining Westlake Corp position as of Q1 2015 after selling out during the quarter.
  • Copeland Capital Management sold 249,530 Westlake Corp shares in Q1 2015, an estimated $15.2M.
  • Copeland Capital Management first reported a position in Westlake Corp in Q3 2014 and held it in 2 quarters.
  • Copeland Capital Management's Westlake Corp position peaked at $15.2M in Q4 2014.
  • 265 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2015.

Based on Copeland Capital Management's 13F filing for Q1 2015, filed 4 May 2015.