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Meritage Portfolio Management’s Westlake Corp WLK Stock Holding History

Meritage Portfolio 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
2016
Q1 		– Sell
-65,573
Closed -$3.56M – 196
2015
Q4 		$3.56M Sell
65,573
-748
-1% -$43.3K 0.4% 130
2015
Q3 		$3.44M Buy
66,321
+2,564
+4% +$150K 0.4% 133
2015
Q2 		$4.37M Buy
+63,757
New +$4.64M 0.46% 129

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Meritage Portfolio Management's WLK Position: Q1 2016 in Review

Meritage Portfolio Management sold out of Westlake Corp (WLK) in Q1 2016, closing a stake of 65,573 shares — an estimated $3.56M sold.

Meritage Portfolio Management first reported a position in WLK in Q2 2015 and held it in 3 quarters. The position peaked at $4.37M in Q2 2015. 274 funds tracked by Wall St. Rank hold WLK as of Q1 2016.

  • Meritage Portfolio Management reported no remaining Westlake Corp position as of Q1 2016 after selling out during the quarter.
  • Meritage Portfolio Management sold 65,573 Westlake Corp shares in Q1 2016, an estimated $3.56M.
  • Meritage Portfolio Management first reported a position in Westlake Corp in Q2 2015 and held it in 3 quarters.
  • Meritage Portfolio Management's Westlake Corp position peaked at $4.37M in Q2 2015.
  • 274 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2016.

Based on Meritage Portfolio Management's 13F filing for Q1 2016, filed 21 Apr 2016.