BA
WRK

Boston Advisors’s WestRock Company WRK Stock Holding History

Boston Advisors’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
-105,893
Closed -$5.51M – 670
2017
Q1 		$5.51M Sell
105,893
-10,986
-9% -$580K 0.13% 198
2016
Q4 		$5.93M Sell
116,879
-3,794
-3% -$186K 0.14% 192
2016
Q3 		$5.85M Sell
120,673
-2,506
-2% -$112K 0.14% 172
2016
Q2 		$4.79M Buy
+123,179
New +$4.62M 0.12% 208
2015
Q4 		– Sell
-43,243
Closed -$2M – 754
2015
Q3 		$2M Buy
+43,243
New +$2.32M 0.08% 275

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

Boston Advisors's WRK Position: Q2 2017 in Review

Boston Advisors sold out of WestRock Company (WRK) in Q2 2017, closing a stake of 105,893 shares — an estimated $5.51M sold.

Boston Advisors first reported a position in WRK in Q3 2015 and held it in 5 quarters. The position peaked at $5.93M in Q4 2016. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

  • Boston Advisors reported no remaining WestRock Company position as of Q2 2017 after selling out during the quarter.
  • Boston Advisors sold 105,893 WestRock Company shares in Q2 2017, an estimated $5.51M.
  • Boston Advisors first reported a position in WestRock Company in Q3 2015 and held it in 5 quarters.
  • Boston Advisors's WestRock Company position peaked at $5.93M in Q4 2016.
  • 504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on Boston Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.