BIG
WRK

Bellwether Investment Group’s WestRock Company WRK Stock Holding History

Bellwether Investment Group’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
-104
Closed -$5K – 651
2017
Q1 		$5K Sell
104
-7
-6% -$369 0.01% 631
2016
Q4 		$6K Buy
+111
New +$5.46K 0.01% 768

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bellwether Investment Group's WRK Position: Q2 2017 in Review

Bellwether Investment Group sold out of WestRock Company (WRK) in Q2 2017, closing a stake of 104 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in WRK in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

  • Bellwether Investment Group reported no remaining WestRock Company position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 104 WestRock Company shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in WestRock Company in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's WestRock Company position peaked at $6K in Q4 2016.
  • 504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.