Neuburgh Advisers’s Westlake Corp WLK Stock Holding History

Neuburgh Advisers’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
2019 Q3	$207K	Sell	3,162 -4,692	-60%	-$302K	0.01%	667
2019 Q2	$546K	Buy	7,854 +578	+8%	+$38.5K	0.02%	437
2019 Q1	$494K	Sell	7,276 -27,880	-79%	-$2.02M	0.02%	451
2018 Q4	$2.33M	Sell	35,156 -50,388	-59%	-$3.64M	0.09%	176
2018 Q3	$7.11M	Buy	85,544 +612	+0.7%	+$59.9K	0.23%	94
2018 Q2	$9.14M	Buy	84,932 +17,204	+25%	+$1.93M	0.31%	72
2018 Q1	$7.53M	Buy	67,728 +32,062	+90%	+$3.57M	0.26%	78
2017 Q4	$3.8M	Buy	35,666 +11,900	+50%	+$1.1M	0.14%	137
2017 Q3	$1.98M	Buy	23,766 +8,262	+53%	+$607K	0.07%	191
2017 Q2	$1.03M	Sell	15,504 -2,822	-15%	-$179K	0.04%	264
2017 Q1	$1.21M	Sell	18,326 -57,324	-76%	-$3.63M	0.05%	247
2016 Q4	$4.24M	Buy	+75,650	New	+$4.13M	0.19%	100

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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuburgh Advisers's WLK Position: Q3 2019 in Review

Neuburgh Advisers reduced its Westlake Corp (WLK) stake by 60% in Q3 2019, selling an estimated $302K and leaving 3,162 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #667.

Neuburgh Advisers first reported a position in WLK in Q4 2016 and has held it in 12 quarters since. The position peaked at $9.14M in Q2 2018. 246 funds tracked by Wall St. Rank hold WLK as of Q3 2019.

Neuburgh Advisers held 3,162 shares of Westlake Corp worth $207K as of Q3 2019.
Neuburgh Advisers sold 4,692 Westlake Corp shares in Q3 2019, an estimated $302K.
Westlake Corp made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #667 holding.
Neuburgh Advisers first reported a position in Westlake Corp in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Westlake Corp position peaked at $9.14M in Q2 2018.
246 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.