CIM
WRK

Calvert Investment Management’s WestRock Company WRK Stock Holding History

Calvert Investment 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
Q1 		– Sell
-35,229
Closed -$1.79M – 651
2016
Q4 		$1.79M Sell
35,229
-2,179
-6% -$107K 0.07% 304
2016
Q3 		$1.81M Buy
37,408
+1,759
+5% +$78.5K 0.07% 301
2016
Q2 		$1.39M Buy
35,649
+6,832
+24% +$256K 0.06% 304
2016
Q1 		$1.01M Buy
28,817
+8,565
+42% +$279K 0.04% 315
2015
Q4 		$832K Buy
20,252
+4,025
+25% +$183K 0.04% 326
2015
Q3 		$752K Buy
+16,227
New +$869K 0.04% 277

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Calvert Investment Management's WRK Position: Q1 2017 in Review

Calvert Investment Management sold out of WestRock Company (WRK) in Q1 2017, closing a stake of 35,229 shares — an estimated $1.79M sold.

Calvert Investment Management first reported a position in WRK in Q3 2015 and held it in 6 quarters. The position peaked at $1.81M in Q3 2016. 503 funds tracked by Wall St. Rank hold WRK as of Q1 2017.

  • Calvert Investment Management reported no remaining WestRock Company position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 35,229 WestRock Company shares in Q1 2017, an estimated $1.79M.
  • Calvert Investment Management first reported a position in WestRock Company in Q3 2015 and held it in 6 quarters.
  • Calvert Investment Management's WestRock Company position peaked at $1.81M in Q3 2016.
  • 503 funds tracked by Wall St. Rank held WestRock Company as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.