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Winfield Associates’s Westlake Corp WLK Stock Holding History

Winfield Associates’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
-10
Closed -$2K – 660
2017
Q4 		$2K Hold
10
– – ﹤0.01% 695
2017
Q3 		$1K Hold
10
– – ﹤0.01% 737
2017
Q2 		$1K Hold
10
– – ﹤0.01% 818
2017
Q1 		$1K Hold
10
– – ﹤0.01% 707
2016
Q4 		$1K Hold
10
– – ﹤0.01% 676
2016
Q3 		$1K Hold
10
– – ﹤0.01% 649
2016
Q2 		$0 Hold
10
– – ﹤0.01% 765
2016
Q1 		$0 Buy
+10
New +$454 ﹤0.01% 711

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

Winfield Associates's WLK Position: Q1 2018 in Review

Winfield Associates sold out of Westlake Corp (WLK) in Q1 2018, closing a stake of 10 shares — an estimated $2K sold.

Winfield Associates first reported a position in WLK in Q1 2016 and held it in 8 quarters. The position peaked at $2K in Q4 2017. 318 funds tracked by Wall St. Rank hold WLK as of Q1 2018.

  • Winfield Associates reported no remaining Westlake Corp position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 10 Westlake Corp shares in Q1 2018, an estimated $2K.
  • Winfield Associates first reported a position in Westlake Corp in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Westlake Corp position peaked at $2K in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Westlake Corp as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.