FIM
WLK icon

Foresters Investment Management’s Westlake Corp WLK Stock Holding History

Foresters Investment 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
-1,857
Closed -$198K – 573
2017
Q4 		$198K Buy
1,857
+179
+11% +$16.6K ﹤0.01% 499
2017
Q3 		$139K Sell
1,678
-1,500
-47% -$110K ﹤0.01% 514
2017
Q2 		$210K Buy
+3,178
New +$202K ﹤0.01% 456
2015
Q2 		– Sell
-16,500
Closed -$1.19M – 307
2015
Q1 		$1.19M Sell
16,500
-48,950
-75% -$3.14M 0.02% 282
2014
Q4 		$4M Sell
65,450
-171,750
-72% -$11.7M 0.08% 229
2014
Q3 		$20.5M Sell
237,200
-35,000
-13% -$3.17M 0.43% 97
2014
Q2 		$22.8M Sell
272,200
-72,530
-21% -$5.43M 0.47% 85
2014
Q1 		$22.8M Buy
344,730
+400
+0.1% +$25.4K 0.49% 81
2013
Q4 		$21M Buy
344,330
+70,750
+26% +$3.97M 0.46% 92
2013
Q3 		$14.3M Buy
+273,580
New +$14M 0.35% 107

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Foresters Investment Management's WLK Position: Q1 2018 in Review

Foresters Investment Management sold out of Westlake Corp (WLK) in Q1 2018, closing a stake of 1,857 shares — an estimated $198K sold.

Foresters Investment Management first reported a position in WLK in Q3 2013 and held it in 10 quarters. The position peaked at $22.8M in Q1 2014. 318 funds tracked by Wall St. Rank hold WLK as of Q1 2018.

  • Foresters Investment Management reported no remaining Westlake Corp position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 1,857 Westlake Corp shares in Q1 2018, an estimated $198K.
  • Foresters Investment Management first reported a position in Westlake Corp in Q3 2013 and held it in 10 quarters.
  • Foresters Investment Management's Westlake Corp position peaked at $22.8M in Q1 2014.
  • 318 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.