Baldwin Wealth Partners’s WestRock Company WRK Stock Holding History

Baldwin Wealth Partners’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 Q2	–	Sell	-240	Closed	-$12K	–	509
2017 Q1	$12K	Hold	240	–	–	﹤0.01%	415
2016 Q4	$12K	Hold	240	–	–	﹤0.01%	428
2016 Q3	$12K	Sell	240 -25,260	-99%	-$1.13M	﹤0.01%	437
2016 Q2	$991K	Sell	25,500 -10,860	-30%	-$407K	0.2%	73
2016 Q1	$1.28M	Sell	36,360 -118,620	-77%	-$3.86M	0.23%	93
2015 Q4	$6.37M	Sell	154,980 -68,771	-31%	-$3.13M	1.04%	31
2015 Q3	$10.4M	Buy	+223,751	New	+$12M	1.75%	13

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baldwin Wealth Partners's WRK Position: Q2 2017 in Review

Baldwin Wealth Partners sold out of WestRock Company (WRK) in Q2 2017, closing a stake of 240 shares — an estimated $12K sold.

Baldwin Wealth Partners first reported a position in WRK in Q3 2015 and held it in 7 quarters. The position peaked at $10.4M in Q3 2015. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

Baldwin Wealth Partners reported no remaining WestRock Company position as of Q2 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 240 WestRock Company shares in Q2 2017, an estimated $12K.
Baldwin Wealth Partners first reported a position in WestRock Company in Q3 2015 and held it in 7 quarters.
Baldwin Wealth Partners's WestRock Company position peaked at $10.4M in Q3 2015.
504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on Baldwin Wealth Partners's 13F filing for Q2 2017, filed 13 Jul 2017.