Evercore Wealth Management’s Westlake Corp WLK Stock Holding History

Evercore 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 Q1	–	Sell	-515	Closed	-$55K	–	802
2017 Q4	$55K	Hold	515	–	–	﹤0.01%	568
2017 Q3	$43K	Hold	515	–	–	﹤0.01%	593
2017 Q2	$34K	Hold	515	–	–	﹤0.01%	631
2017 Q1	$34K	Hold	515	–	–	﹤0.01%	669
2016 Q4	$29K	Hold	515	–	–	﹤0.01%	703
2016 Q3	$28K	Hold	515	–	–	﹤0.01%	721
2016 Q2	$22K	Buy	+515	New	+$23.5K	﹤0.01%	739
2014 Q1	–	Sell	-4,100	Closed	-$250K	–	923
2013 Q4	$250K	Sell	4,100 -21,300	-84%	-$1.2M	0.01%	343
2013 Q3	$1.33M	Buy	25,400 +5,300	+26%	+$270K	0.08%	185
2013 Q2	$969K	Buy	+20,100	New	+$903K	0.05%	213

Other funds holding WLK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Evercore Wealth Management's WLK Position: Q1 2018 in Review

Evercore Wealth Management sold out of Westlake Corp (WLK) in Q1 2018, closing a stake of 515 shares — an estimated $55K sold.

Evercore Wealth Management first reported a position in WLK in Q2 2013 and held it in 10 quarters. The position peaked at $1.33M in Q3 2013. 318 funds tracked by Wall St. Rank hold WLK as of Q1 2018.

Evercore Wealth Management reported no remaining Westlake Corp position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 515 Westlake Corp shares in Q1 2018, an estimated $55K.
Evercore Wealth Management first reported a position in Westlake Corp in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Westlake Corp position peaked at $1.33M in Q3 2013.
318 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.