HL Financial Services’s Westlake Corp WLK Stock Holding History

HL Financial Services’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
2019 Q1	–	Sell	-3,703	Closed	-$245K	–	760
2018 Q4	$245K	Buy	3,703 +2	+0.1%	+$145	﹤0.01%	646
2018 Q3	$308K	Buy	3,701 +1,326	+56%	+$130K	﹤0.01%	634
2018 Q2	$256K	Sell	2,375 -105	-4%	-$11.8K	﹤0.01%	623
2018 Q1	$276K	Sell	2,480 -44	-2%	-$4.89K	﹤0.01%	603
2017 Q4	$269K	Hold	2,524	–	–	0.01%	533
2017 Q3	$210K	Buy	+2,524	New	+$185K	﹤0.01%	645
2017 Q1	–	Sell	-5,969	Closed	-$334K	–	699
2016 Q4	$334K	Buy	+5,969	New	+$326K	0.01%	532
2015 Q2	–	Sell	-2,866	Closed	-$206K	–	689
2015 Q1	$206K	Buy	+2,866	New	+$184K	0.01%	653
2014 Q4	–	Sell	-2,662	Closed	-$231K	–	706
2014 Q3	$231K	Buy	+2,662	New	+$241K	0.01%	625

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HL Financial Services's WLK Position: Q1 2019 in Review

HL Financial Services sold out of Westlake Corp (WLK) in Q1 2019, closing a stake of 3,703 shares — an estimated $245K sold.

HL Financial Services first reported a position in WLK in Q3 2014 and held it in 9 quarters. The position peaked at $334K in Q4 2016. 305 funds tracked by Wall St. Rank hold WLK as of Q1 2019.

HL Financial Services reported no remaining Westlake Corp position as of Q1 2019 after selling out during the quarter.
HL Financial Services sold 3,703 Westlake Corp shares in Q1 2019, an estimated $245K.
HL Financial Services first reported a position in Westlake Corp in Q3 2014 and held it in 9 quarters.
HL Financial Services's Westlake Corp position peaked at $334K in Q4 2016.
305 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.