Calton & Associates’s WestRock Company WRK Stock Holding History

Calton & Associates’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 Q1	–	Sell	-5	Closed	–	–	1335
2017 Q4	$0	Buy	+5	New	+$304	﹤0.01%	1526

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Calton & Associates's WRK Position: Q1 2018 in Review

Calton & Associates sold out of WestRock Company (WRK) in Q1 2018, closing a stake of 5 shares.

Calton & Associates first reported a position in WRK in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 603 funds tracked by Wall St. Rank hold WRK as of Q1 2018.

Calton & Associates reported no remaining WestRock Company position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 5 WestRock Company shares in Q1 2018.
Calton & Associates first reported a position in WestRock Company in Q4 2017 and held it in 1 quarter.
Calton & Associates's WestRock Company position peaked at $0 in Q4 2017.
603 funds tracked by Wall St. Rank held WestRock Company as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.