AWMS
WRK

Advocacy Wealth Management Services’s WestRock Company WRK Stock Holding History

Advocacy Wealth Management Services’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
Q4 		– Sell
-8
Closed – – 262
2017
Q3 		$0 Buy
8
+4
+100% +$228 ﹤0.01% 290
2017
Q2 		$0 Hold
4
– – ﹤0.01% 309
2017
Q1 		$0 Hold
4
– – ﹤0.01% 358
2016
Q4 		$0 Hold
4
– – ﹤0.01% 390
2016
Q3 		$0 Hold
4
– – ﹤0.01% 400
2016
Q2 		$0 Hold
4
– – ﹤0.01% 470
2016
Q1 		$0 Hold
4
– – ﹤0.01% 570
2015
Q4 		$0 Buy
+4
New +$182 ﹤0.01% 535

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's WRK Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of WestRock Company (WRK) in Q4 2017, closing a stake of 8 shares.

Advocacy Wealth Management Services first reported a position in WRK in Q4 2015 and held it in 8 quarters. The position peaked at $0 in Q3 2017. 567 funds tracked by Wall St. Rank hold WRK as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining WestRock Company position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 8 WestRock Company shares in Q4 2017.
  • Advocacy Wealth Management Services first reported a position in WestRock Company in Q4 2015 and held it in 8 quarters.
  • Advocacy Wealth Management Services's WestRock Company position peaked at $0 in Q3 2017.
  • 567 funds tracked by Wall St. Rank held WestRock Company as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.