AIM
WRK

Alambic Investment Management’s WestRock Company WRK Stock Holding History

Alambic Investment Management’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
2018
Q1 		– Sell
-10,200
Closed -$645K – 537
2017
Q4 		$645K Buy
+10,200
New +$619K 0.08% 290
2017
Q2 		– Sell
-5,420
Closed -$282K – 695
2017
Q1 		$282K Buy
+5,420
New +$286K 0.03% 514

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Alambic Investment Management's WRK Position: Q1 2018 in Review

Alambic Investment Management sold out of WestRock Company (WRK) in Q1 2018, closing a stake of 10,200 shares — an estimated $645K sold.

Alambic Investment Management first reported a position in WRK in Q1 2017 and held it in 2 quarters. The position peaked at $645K in Q4 2017. 603 funds tracked by Wall St. Rank hold WRK as of Q1 2018.

  • Alambic Investment Management reported no remaining WestRock Company position as of Q1 2018 after selling out during the quarter.
  • Alambic Investment Management sold 10,200 WestRock Company shares in Q1 2018, an estimated $645K.
  • Alambic Investment Management first reported a position in WestRock Company in Q1 2017 and held it in 2 quarters.
  • Alambic Investment Management's WestRock Company position peaked at $645K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held WestRock Company as of Q1 2018.

Based on Alambic Investment Management's 13F filing for Q1 2018, filed 8 May 2018.