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Measured Wealth Private Client Group’s Westlake Corp WLK Stock Holding History

Measured Wealth Private Client 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
-329
Closed -$27K – 709
2018
Q3 		$27K Buy
+329
New +$32.2K 0.02% 475

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Measured Wealth Private Client Group's WLK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Westlake Corp (WLK) in Q4 2018, closing a stake of 329 shares — an estimated $27K sold.

Measured Wealth Private Client Group first reported a position in WLK in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 301 funds tracked by Wall St. Rank hold WLK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Westlake Corp position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 329 Westlake Corp shares in Q4 2018, an estimated $27K.
  • Measured Wealth Private Client Group first reported a position in Westlake Corp in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Westlake Corp position peaked at $27K in Q3 2018.
  • 301 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.