ArchPoint Investors’s WestRock Company WRK Stock Holding History

ArchPoint Investors’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 Q2	–	Sell	-3,475	Closed	-$223K	–	154
2018 Q1	$223K	Sell	3,475 -2,060	-37%	-$136K	0.07%	94
2017 Q4	$350K	Hold	5,535	–	–	0.11%	74
2017 Q3	$314K	Buy	5,535 +1,340	+32%	+$76.5K	0.1%	84
2017 Q2	$238K	Sell	4,195 -170	-4%	-$9.22K	0.08%	96
2017 Q1	$227K	Sell	4,365 -2,255	-34%	-$119K	0.09%	77
2016 Q4	$336K	Hold	6,620	–	–	0.2%	70
2016 Q3	$321K	Buy	6,620 +3,085	+87%	+$138K	0.18%	73
2016 Q2	$137K	Buy	+3,535	New	+$133K	0.08%	90

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ArchPoint Investors's WRK Position: Q2 2018 in Review

ArchPoint Investors sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 3,475 shares — an estimated $223K sold.

ArchPoint Investors first reported a position in WRK in Q2 2016 and held it in 8 quarters. The position peaked at $350K in Q4 2017. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

ArchPoint Investors reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
ArchPoint Investors sold 3,475 WestRock Company shares in Q2 2018, an estimated $223K.
ArchPoint Investors first reported a position in WestRock Company in Q2 2016 and held it in 8 quarters.
ArchPoint Investors's WestRock Company position peaked at $350K in Q4 2017.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on ArchPoint Investors's 13F filing for Q2 2018, filed 14 Aug 2018.