Winch Advisory Services’s Westlake Corp WLK Stock Holding History

Winch Advisory 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
2019 Q3	–	Sell	-2,897	Closed	-$201K	–	435
2019 Q2	$201K	Sell	2,897 -130	-4%	-$8.65K	0.1%	62
2019 Q1	$205K	Sell	3,027 -42	-1%	-$3.04K	0.11%	72
2018 Q4	$203K	Sell	3,069 -1,042	-25%	-$75.3K	0.11%	65
2018 Q3	$342K	Buy	4,111 +56	+1%	+$5.48K	0.17%	66
2018 Q2	$436K	Buy	4,055 +1,475	+57%	+$165K	0.24%	64
2018 Q1	$287K	Buy	+2,580	New	+$287K	0.17%	65

Other funds holding WLK

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

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

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winch Advisory Services's WLK Position: Q3 2019 in Review

Winch Advisory Services sold out of Westlake Corp (WLK) in Q3 2019, closing a stake of 2,897 shares — an estimated $201K sold.

Winch Advisory Services first reported a position in WLK in Q1 2018 and held it in 6 quarters. The position peaked at $436K in Q2 2018. 247 funds tracked by Wall St. Rank hold WLK as of Q3 2019.

Winch Advisory Services reported no remaining Westlake Corp position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 2,897 Westlake Corp shares in Q3 2019, an estimated $201K.
Winch Advisory Services first reported a position in Westlake Corp in Q1 2018 and held it in 6 quarters.
Winch Advisory Services's Westlake Corp position peaked at $436K in Q2 2018.
247 funds tracked by Wall St. Rank held Westlake Corp as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.