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Systematic Financial Management’s Westlake Corp WLK Stock Holding History

Systematic Financial 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
2017
Q4 		– Sell
-14,901
Closed -$1.24M – 670
2017
Q3 		$1.24M Buy
+14,901
New +$1.09M 0.03% 512

Other funds holding WLK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Systematic Financial Management's WLK Position: Q4 2017 in Review

Systematic Financial Management sold out of Westlake Corp (WLK) in Q4 2017, closing a stake of 14,901 shares — an estimated $1.24M sold.

Systematic Financial Management first reported a position in WLK in Q3 2017 and held it in 1 quarter. The position peaked at $1.24M in Q3 2017. 282 funds tracked by Wall St. Rank hold WLK as of Q4 2017.

  • Systematic Financial Management reported no remaining Westlake Corp position as of Q4 2017 after selling out during the quarter.
  • Systematic Financial Management sold 14,901 Westlake Corp shares in Q4 2017, an estimated $1.24M.
  • Systematic Financial Management first reported a position in Westlake Corp in Q3 2017 and held it in 1 quarter.
  • Systematic Financial Management's Westlake Corp position peaked at $1.24M in Q3 2017.
  • 282 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2017.

Based on Systematic Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.