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Verity Asset Management’s Westlake Corp WLK Stock Holding History

Verity Asset 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
-2,614
Closed -$222K – 155
2017
Q3 		$222K Sell
2,614
-472
-15% -$34.7K 0.17% 104
2017
Q2 		$204K Buy
+3,086
New +$196K 0.15% 107
2015
Q4 		– Sell
-9,626
Closed -$499K – 102
2015
Q3 		$499K Sell
9,626
-1,255
-12% -$73.3K 0.5% 42
2015
Q2 		$746K Buy
10,881
+5,011
+85% +$365K 0.68% 38
2015
Q1 		$422K Sell
5,870
-9,272
-61% -$594K 0.41% 35
2014
Q4 		$925K Buy
+15,142
New +$1.03M 0.89% 31

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

Verity Asset Management's WLK Position: Q4 2017 in Review

Verity Asset Management sold out of Westlake Corp (WLK) in Q4 2017, closing a stake of 2,614 shares — an estimated $222K sold.

Verity Asset Management first reported a position in WLK in Q4 2014 and held it in 6 quarters. The position peaked at $925K in Q4 2014. 282 funds tracked by Wall St. Rank hold WLK as of Q4 2017.

  • Verity Asset Management reported no remaining Westlake Corp position as of Q4 2017 after selling out during the quarter.
  • Verity Asset Management sold 2,614 Westlake Corp shares in Q4 2017, an estimated $222K.
  • Verity Asset Management first reported a position in Westlake Corp in Q4 2014 and held it in 6 quarters.
  • Verity Asset Management's Westlake Corp position peaked at $925K in Q4 2014.
  • 282 funds tracked by Wall St. Rank held Westlake Corp as of Q4 2017.

Based on Verity Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.