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Cornerstone Wealth Management’s Westlake Corp WLK Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-155,122
Closed -$1.83M – 1148
2018
Q3 		$1.83M Buy
155,122
+11,484
+8% +$1.12M 0.02% 527
2018
Q2 		$1.33M Buy
+143,638
New +$16.1M 0.02% 666

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

Cornerstone Wealth Management's WLK Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Westlake Corp (WLK) in Q4 2018, closing a stake of 155,122 shares — an estimated $1.83M sold.

Cornerstone Wealth Management first reported a position in WLK in Q2 2018 and held it in 2 quarters. The position peaked at $1.83M in Q3 2018. 300 funds tracked by Wall St. Rank hold WLK as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Westlake Corp position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 155,122 Westlake Corp shares in Q4 2018, an estimated $1.83M.
  • Cornerstone Wealth Management first reported a position in Westlake Corp in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Westlake Corp position peaked at $1.83M in Q3 2018.
  • 300 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.