AR
WRK

Advisory Research’s WestRock Company WRK Stock Holding History

Advisory Research’s Portfolio WRK Stock Details WRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-420,620
Closed -$21.4M – 422
2016
Q4 		$21.4M Sell
420,620
-60,731
-13% -$2.98M 0.32% 81
2016
Q3 		$23.3M Sell
481,351
-30,629
-6% -$1.37M 0.38% 73
2016
Q2 		$19.9M Sell
511,980
-150,530
-23% -$5.65M 0.34% 81
2016
Q1 		$23.3M Sell
662,510
-529,566
-44% -$17.3M 0.44% 68
2015
Q4 		$49M Buy
1,192,076
+535,071
+81% +$24.4M 0.74% 46
2015
Q3 		$30.4M Buy
+657,005
New +$35.2M 0.43% 70

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Research's WRK Position: Q1 2017 in Review

Advisory Research sold out of WestRock Company (WRK) in Q1 2017, closing a stake of 420,620 shares — an estimated $21.4M sold.

Advisory Research first reported a position in WRK in Q3 2015 and held it in 6 quarters. The position peaked at $49M in Q4 2015. 503 funds tracked by Wall St. Rank hold WRK as of Q1 2017.

  • Advisory Research reported no remaining WestRock Company position as of Q1 2017 after selling out during the quarter.
  • Advisory Research sold 420,620 WestRock Company shares in Q1 2017, an estimated $21.4M.
  • Advisory Research first reported a position in WestRock Company in Q3 2015 and held it in 6 quarters.
  • Advisory Research's WestRock Company position peaked at $49M in Q4 2015.
  • 503 funds tracked by Wall St. Rank held WestRock Company as of Q1 2017.

Based on Advisory Research's 13F filing for Q1 2017, filed 15 May 2017.