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Marvin & Palmer Associates’s Westlake Corp WLK Stock Holding History

Marvin & Palmer Associates’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
Q2 		– Sell
-37,246
Closed -$4.14M – 33
2018
Q1 		$4.14M Buy
37,246
+4,356
+13% +$485K 3.79% 13
2017
Q4 		$3.5M Buy
32,890
+3,705
+13% +$343K 3.63% 10
2017
Q3 		$2.42M Buy
+29,185
New +$2.14M 2.98% 19

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marvin & Palmer Associates's WLK Position: Q2 2018 in Review

Marvin & Palmer Associates sold out of Westlake Corp (WLK) in Q2 2018, closing a stake of 37,246 shares — an estimated $4.14M sold.

Marvin & Palmer Associates first reported a position in WLK in Q3 2017 and held it in 3 quarters. The position peaked at $4.14M in Q1 2018. 328 funds tracked by Wall St. Rank hold WLK as of Q2 2018.

  • Marvin & Palmer Associates reported no remaining Westlake Corp position as of Q2 2018 after selling out during the quarter.
  • Marvin & Palmer Associates sold 37,246 Westlake Corp shares in Q2 2018, an estimated $4.14M.
  • Marvin & Palmer Associates first reported a position in Westlake Corp in Q3 2017 and held it in 3 quarters.
  • Marvin & Palmer Associates's Westlake Corp position peaked at $4.14M in Q1 2018.
  • 328 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2018.

Based on Marvin & Palmer Associates's 13F filing for Q2 2018, filed 9 Aug 2018.