MHI Funds’s Westlake Corp WLK Stock Holding History

MHI Funds’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 Q1	–	Sell	-1,529	Closed	-$163K	–	103
2017 Q4	$163K	Buy	+1,529	New	+$142K	0.14%	64

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

MHI Funds's WLK Position: Q1 2018 in Review

MHI Funds sold out of Westlake Corp (WLK) in Q1 2018, closing a stake of 1,529 shares — an estimated $163K sold.

MHI Funds first reported a position in WLK in Q4 2017 and held it in 1 quarter. The position peaked at $163K in Q4 2017. 318 funds tracked by Wall St. Rank hold WLK as of Q1 2018.

MHI Funds reported no remaining Westlake Corp position as of Q1 2018 after selling out during the quarter.
MHI Funds sold 1,529 Westlake Corp shares in Q1 2018, an estimated $163K.
MHI Funds first reported a position in Westlake Corp in Q4 2017 and held it in 1 quarter.
MHI Funds's Westlake Corp position peaked at $163K in Q4 2017.
318 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2018.

Based on MHI Funds's 13F filing for Q1 2018, filed 19 Apr 2018.