Wafra Inc’s Westlake Corp WLK Stock Holding History

Wafra 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
2017 Q3	–	Sell	-58,066	Closed	-$3.85M	–	94
2017 Q2	$3.85M	Sell	58,066 -6,635	-10%	-$421K	0.19%	63
2017 Q1	$4.27M	Buy	64,701 +50,946	+370%	+$3.22M	0.22%	60
2016 Q4	$770K	Buy	+13,755	New	+$751K	0.04%	79

Other funds holding WLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wafra Inc's WLK Position: Q3 2017 in Review

Wafra Inc sold out of Westlake Corp (WLK) in Q3 2017, closing a stake of 58,066 shares — an estimated $3.85M sold.

Wafra Inc first reported a position in WLK in Q4 2016 and held it in 3 quarters. The position peaked at $4.27M in Q1 2017. 241 funds tracked by Wall St. Rank hold WLK as of Q3 2017.

Wafra Inc reported no remaining Westlake Corp position as of Q3 2017 after selling out during the quarter.
Wafra Inc sold 58,066 Westlake Corp shares in Q3 2017, an estimated $3.85M.
Wafra Inc first reported a position in Westlake Corp in Q4 2016 and held it in 3 quarters.
Wafra Inc's Westlake Corp position peaked at $4.27M in Q1 2017.
241 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2017.

Based on Wafra Inc's 13F filing for Q3 2017, filed 14 Nov 2017.