Capital Guardian Trust’s WestRock Company WRK Stock Holding History

Capital Guardian Trust’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	-73	Closed	-$4K	–	574
2017 Q1	$4K	Hold	73	–	–	﹤0.01%	595
2016 Q4	$4K	Hold	73	–	–	﹤0.01%	637
2016 Q3	$4K	Hold	73	–	–	﹤0.01%	650
2016 Q2	$3K	Buy	73 +53	+265%	+$1.99K	﹤0.01%	642
2016 Q1	$1K	Hold	20	–	–	﹤0.01%	781
2015 Q4	$1K	Hold	20	–	–	﹤0.01%	698
2015 Q3	$1K	Buy	+20	New	+$1.07K	﹤0.01%	716

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Guardian Trust's WRK Position: Q2 2017 in Review

Capital Guardian Trust sold out of WestRock Company (WRK) in Q2 2017, closing a stake of 73 shares — an estimated $4K sold.

Capital Guardian Trust first reported a position in WRK in Q3 2015 and held it in 7 quarters. The position peaked at $4K in Q1 2017. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

Capital Guardian Trust reported no remaining WestRock Company position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 73 WestRock Company shares in Q2 2017, an estimated $4K.
Capital Guardian Trust first reported a position in WestRock Company in Q3 2015 and held it in 7 quarters.
Capital Guardian Trust's WestRock Company position peaked at $4K in Q1 2017.
504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.