EverPoint Asset Management’s Westlake Corp WLK Stock Holding History

EverPoint Asset 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
2016 Q4	$5.82M	Buy	104,000 +79,000	+316%	+$4.31M	0.11%	223
2016 Q3	$1.34M	Buy	+25,000	New	+$1.21M	0.02%	370
2015 Q2	–	Sell	-144,488	Closed	-$10.4M	–	598
2015 Q1	$10.4M	Buy	+144,488	New	+$9.26M	0.2%	159
2014 Q4	–	Sell	-150,879	Closed	-$13.1M	–	558
2014 Q3	$13.1M	Buy	150,879 +150,213	+22,555%	+$13.6M	0.3%	102
2014 Q2	$56K	Buy	+666	New	+$49.9K	﹤0.01%	483

Other funds holding WLK

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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

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

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

EverPoint Asset Management's WLK Position: Q4 2016 in Review

EverPoint Asset Management increased its Westlake Corp (WLK) stake by 316% in Q4 2016, buying an estimated $4.31M and bringing the position to 104,000 shares worth $5.82M. The position accounts for 0.11% of the portfolio, ranked #223.

EverPoint Asset Management first reported a position in WLK in Q2 2014 and has held it in 5 quarters since. The position peaked at $13.1M in Q3 2014. 224 funds tracked by Wall St. Rank hold WLK as of Q4 2016.

EverPoint Asset Management held 104,000 shares of Westlake Corp worth $5.82M as of Q4 2016.
EverPoint Asset Management bought 79,000 Westlake Corp shares in Q4 2016, an estimated $4.31M.
Westlake Corp made up 0.11% of EverPoint Asset Management's portfolio in Q4 2016, its #223 holding.
EverPoint Asset Management first reported a position in Westlake Corp in Q2 2014 and has held it in 5 quarters since.
EverPoint Asset Management's Westlake Corp position peaked at $13.1M in Q3 2014.
224 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.