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NXG Investment Management’s Westlake Corp WLK Stock Holding History

NXG Investment 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
2014
Q4 		– Sell
-12,400
Closed -$19K – 200
2014
Q3 		$19K Buy
+12,400
New +$1.12M ﹤0.01% 202

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T. Rowe Price Associates
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NXG Investment Management's WLK Position: Q1 2020 in Review

NXG Investment Management sold out of Westlake Corp (WLK) in Q1 2020, closing a stake of 6,465 shares — an estimated $454K sold.

NXG Investment Management first reported a position in WLK in Q2 2013 and held it in 23 quarters. The position peaked at $16.1M in Q3 2014. 218 funds tracked by Wall St. Rank hold WLK as of Q1 2020.

  • NXG Investment Management reported no remaining Westlake Corp position as of Q1 2020 after selling out during the quarter.
  • NXG Investment Management sold 6,465 Westlake Corp shares in Q1 2020, an estimated $454K.
  • NXG Investment Management first reported a position in Westlake Corp in Q2 2013 and held it in 23 quarters.
  • NXG Investment Management's Westlake Corp position peaked at $16.1M in Q3 2014.
  • 218 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2020.

Based on NXG Investment Management's 13F filing for Q1 2020, filed 15 May 2020.