Stephens Inc’s Westlake Corp WLK Stock Holding History

Stephens Inc’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 Q3	–	Sell	-14,013	Closed	-$1.51M	–	1184
2018 Q2	$1.51M	Sell	14,013 -254	-2%	-$28.5K	0.05%	388
2018 Q1	$1.59M	Buy	+14,267	New	+$1.59M	0.06%	315

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

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

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stephens Inc's WLK Position: Q3 2018 in Review

Stephens Inc sold out of Westlake Corp (WLK) in Q3 2018, closing a stake of 14,013 shares — an estimated $1.51M sold.

Stephens Inc first reported a position in WLK in Q1 2018 and held it in 2 quarters. The position peaked at $1.59M in Q1 2018. 311 funds tracked by Wall St. Rank hold WLK as of Q3 2018.

Stephens Inc reported no remaining Westlake Corp position as of Q3 2018 after selling out during the quarter.
Stephens Inc sold 14,013 Westlake Corp shares in Q3 2018, an estimated $1.51M.
Stephens Inc first reported a position in Westlake Corp in Q1 2018 and held it in 2 quarters.
Stephens Inc's Westlake Corp position peaked at $1.59M in Q1 2018.
311 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2018.

Based on Stephens Inc's 13F filing for Q3 2018, filed 14 Nov 2018.