BWFM
WRK

Bridgewater Wealth & Financial Management’s WestRock Company WRK Stock Holding History

Bridgewater Wealth & Financial Management’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
Q3 		– Sell
-3,681
Closed -$209K – 112
2017
Q2 		$209K Buy
+3,681
New +$200K 0.07% 112

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's WRK Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of WestRock Company (WRK) in Q3 2017, closing a stake of 3,681 shares — an estimated $209K sold.

Bridgewater Wealth & Financial Management first reported a position in WRK in Q2 2017 and held it in 1 quarter. The position peaked at $209K in Q2 2017. 537 funds tracked by Wall St. Rank hold WRK as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining WestRock Company position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 3,681 WestRock Company shares in Q3 2017, an estimated $209K.
  • Bridgewater Wealth & Financial Management first reported a position in WestRock Company in Q2 2017 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's WestRock Company position peaked at $209K in Q2 2017.
  • 537 funds tracked by Wall St. Rank held WestRock Company as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.