ACS
WRK

Archford Capital Strategies’s WestRock Company WRK Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-36
Closed -$2K – 695
2018
Q2 		$2K Hold
36
– – ﹤0.01% 600
2018
Q1 		$2K Buy
+36
New +$2.38K ﹤0.01% 536
2017
Q2 		– Sell
-36
Closed -$2K – 651
2017
Q1 		$2K Hold
36
– – ﹤0.01% 622
2016
Q4 		$1K Hold
36
– – ﹤0.01% 596
2016
Q3 		$1K Hold
36
– – ﹤0.01% 619
2016
Q2 		$1K Buy
+36
New +$1.35K ﹤0.01% 679
2016
Q1 		– Sell
-40
Closed -$2K – 634
2015
Q4 		$2K Hold
40
– – ﹤0.01% 712
2015
Q3 		$2K Buy
+40
New +$2.14K ﹤0.01% 570

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
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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archford Capital Strategies's WRK Position: Q3 2018 in Review

Archford Capital Strategies sold out of WestRock Company (WRK) in Q3 2018, closing a stake of 36 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in WRK in Q3 2015 and held it in 8 quarters. The position peaked at $2K in Q2 2018. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

  • Archford Capital Strategies reported no remaining WestRock Company position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 36 WestRock Company shares in Q3 2018, an estimated $2K.
  • Archford Capital Strategies first reported a position in WestRock Company in Q3 2015 and held it in 8 quarters.
  • Archford Capital Strategies's WestRock Company position peaked at $2K in Q2 2018.
  • 626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.