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Jefferies Group’s Westlake Corp WLK Stock Holding History

Jefferies Group’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
-7,500
Closed -$623K – 2624
2018
Q3 		$623K Buy
+7,500
New +$733K ﹤0.01% 1540
2016
Q2 		– Sell
-13,000
Closed -$602K – 2471
2016
Q1 		$602K Buy
+13,000
New +$590K ﹤0.01% 1370

Other funds holding WLK

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jefferies Group's WLK Position: Q1 2020 in Review

Jefferies Group sold out of Westlake Corp (WLK) in Q1 2020, closing a stake of 4,440 shares — an estimated $311K sold.

Jefferies Group first reported a position in WLK in Q2 2014 and held it in 13 quarters. The position peaked at $2.31M in Q3 2018. 217 funds tracked by Wall St. Rank hold WLK as of Q1 2020.

  • Jefferies Group reported no remaining Westlake Corp position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 4,440 Westlake Corp shares in Q1 2020, an estimated $311K.
  • Jefferies Group first reported a position in Westlake Corp in Q2 2014 and held it in 13 quarters.
  • Jefferies Group's Westlake Corp position peaked at $2.31M in Q3 2018.
  • 217 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.