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Private Capital Group’s Westlake Corp WLK Stock Holding History

Private Capital 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
2019
Q4 		– Sell
-71
Closed -$5K – 2209
2019
Q3 		$5K Sell
71
-68
-49% -$4.38K ﹤0.01% 1689
2019
Q2 		$15K Buy
139
+68
+96% +$4.53K ﹤0.01% 1214
2019
Q1 		$5K Hold
71
– – ﹤0.01% 1692
2018
Q4 		$5K Sell
71
-66
-48% -$4.77K ﹤0.01% 1637
2018
Q3 		$11K Sell
137
-68
-33% -$6.65K ﹤0.01% 1431
2018
Q2 		$22K Sell
205
-147
-42% -$16.5K ﹤0.01% 1076
2018
Q1 		$39K Buy
352
+281
+396% +$31.3K 0.01% 800
2017
Q4 		$8 Buy
+71
New +$6.58K ﹤0.01% 1476

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return

Private Capital Group's WLK Position: Q4 2019 in Review

Private Capital Group sold out of Westlake Corp (WLK) in Q4 2019, closing a stake of 71 shares — an estimated $5K sold.

Private Capital Group first reported a position in WLK in Q4 2017 and held it in 8 quarters. The position peaked at $39K in Q1 2018. 249 funds tracked by Wall St. Rank hold WLK as of Q4 2019.

  • Private Capital Group reported no remaining Westlake Corp position as of Q4 2019 after selling out during the quarter.
  • Private Capital Group sold 71 Westlake Corp shares in Q4 2019, an estimated $5K.
  • Private Capital Group first reported a position in Westlake Corp in Q4 2017 and held it in 8 quarters.
  • Private Capital Group's Westlake Corp position peaked at $39K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.