Brinker Capital Investments’s WestRock Company WRK Stock Holding History

Brinker Capital Investments’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 Q3	–	Sell	-130	Closed	-$7K	–	710
2018 Q2	$7K	Buy	+130	New	+$7.97K	﹤0.01%	518
2016 Q1	–	Sell	-9	Closed	–	–	714
2015 Q4	$0	Buy	+9	New	+$410	﹤0.01%	758

Other funds holding WRK

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

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

BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Brinker Capital Investments's WRK Position: Q3 2018 in Review

Brinker Capital Investments sold out of WestRock Company (WRK) in Q3 2018, closing a stake of 130 shares — an estimated $7K sold.

Brinker Capital Investments first reported a position in WRK in Q4 2015 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

Brinker Capital Investments reported no remaining WestRock Company position as of Q3 2018 after selling out during the quarter.
Brinker Capital Investments sold 130 WestRock Company shares in Q3 2018, an estimated $7K.
Brinker Capital Investments first reported a position in WestRock Company in Q4 2015 and held it in 2 quarters.
Brinker Capital Investments's WestRock Company position peaked at $7K in Q2 2018.
626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Brinker Capital Investments's 13F filing for Q3 2018, filed 13 Nov 2018.