CIAN
WRK

Capstone Investment Advisors (Netherlands)’s WestRock Company WRK Stock Holding History

Capstone Investment Advisors (Netherlands)’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 		$242K Buy
+4,278
New +$232K 0.84% 41
2017
Q1 		– Sell
-6,166
Closed -$313K – 186
2016
Q4 		$313K Buy
+6,166
New +$303K 0.53% 87

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s WRK Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) opened a new position in WestRock Company (WRK) in Q2 2017: 4,278 shares worth $242K. The stake represents 0.84% of the portfolio and ranks #41 among its holdings. This is a return to the name: Capstone Investment Advisors (Netherlands) previously reported a position in WRK as recently as Q4 2016.

Capstone Investment Advisors (Netherlands) first reported a position in WRK in Q4 2016 and has held it in 2 quarters since. The position peaked at $313K in Q4 2016. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 4,278 shares of WestRock Company worth $242K as of Q2 2017.
  • WestRock Company was a new Capstone Investment Advisors (Netherlands) position in Q2 2017.
  • WestRock Company made up 0.84% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #41 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in WestRock Company in Q4 2016 and has held it in 2 quarters since.
  • Capstone Investment Advisors (Netherlands)'s WestRock Company position peaked at $313K in Q4 2016.
  • 504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.