CCA
WRK

Checchi Capital Advisers’s WestRock Company WRK Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-2,654
Closed -$103K – 1273
2016
Q2 		$103K Sell
2,654
-331
-11% -$12.4K 0.01% 570
2016
Q1 		$105K Buy
+2,985
New +$97.2K 0.02% 570

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Checchi Capital Advisers's WRK Position: Q3 2016 in Review

Checchi Capital Advisers sold out of WestRock Company (WRK) in Q3 2016, closing a stake of 2,654 shares — an estimated $103K sold.

Checchi Capital Advisers first reported a position in WRK in Q1 2016 and held it in 2 quarters. The position peaked at $105K in Q1 2016. 484 funds tracked by Wall St. Rank hold WRK as of Q3 2016.

  • Checchi Capital Advisers reported no remaining WestRock Company position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 2,654 WestRock Company shares in Q3 2016, an estimated $103K.
  • Checchi Capital Advisers first reported a position in WestRock Company in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's WestRock Company position peaked at $105K in Q1 2016.
  • 484 funds tracked by Wall St. Rank held WestRock Company as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.