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Stonehage Fleming Financial Services’s Westlake Corp WLK Stock Holding History

Stonehage Fleming Financial Services’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
2016
Q4 		– Sell
-52,700
Closed -$2.82M – 335
2016
Q3 		$2.82M Buy
+52,700
New +$2.54M 0.17% 75

Other funds holding WLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stonehage Fleming Financial Services's WLK Position: Q4 2016 in Review

Stonehage Fleming Financial Services sold out of Westlake Corp (WLK) in Q4 2016, closing a stake of 52,700 shares — an estimated $2.82M sold.

Stonehage Fleming Financial Services first reported a position in WLK in Q3 2016 and held it in 1 quarter. The position peaked at $2.82M in Q3 2016. 224 funds tracked by Wall St. Rank hold WLK as of Q4 2016.

  • Stonehage Fleming Financial Services reported no remaining Westlake Corp position as of Q4 2016 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 52,700 Westlake Corp shares in Q4 2016, an estimated $2.82M.
  • Stonehage Fleming Financial Services first reported a position in Westlake Corp in Q3 2016 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Westlake Corp position peaked at $2.82M in Q3 2016.
  • 224 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2016.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2016, filed 11 Oct 2019.