SWS Partners’s Westlake Corp WLK Stock Holding History

SWS Partners’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 Q1	–	Sell	-46	Closed	-$5K	–	416
2017 Q4	$5K	Buy	+46	New	+$4.26K	﹤0.01%	331

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

SWS Partners's WLK Position: Q1 2018 in Review

SWS Partners sold out of Westlake Corp (WLK) in Q1 2018, closing a stake of 46 shares — an estimated $5K sold.

SWS Partners first reported a position in WLK in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 318 funds tracked by Wall St. Rank hold WLK as of Q1 2018.

SWS Partners reported no remaining Westlake Corp position as of Q1 2018 after selling out during the quarter.
SWS Partners sold 46 Westlake Corp shares in Q1 2018, an estimated $5K.
SWS Partners first reported a position in Westlake Corp in Q4 2017 and held it in 1 quarter.
SWS Partners's Westlake Corp position peaked at $5K in Q4 2017.
318 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.