CTA
WRK

Chesley Taft & Associates’s WestRock Company WRK Stock Holding History

Chesley Taft & 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
2015
Q4 		– Sell
-4,562
Closed -$211K – 258
2015
Q3 		$211K Buy
+4,562
New +$244K 0.02% 216

Other funds holding WRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Chesley Taft & Associates's WRK Position: Q4 2015 in Review

Chesley Taft & Associates sold out of WestRock Company (WRK) in Q4 2015, closing a stake of 4,562 shares — an estimated $211K sold.

Chesley Taft & Associates first reported a position in WRK in Q3 2015 and held it in 1 quarter. The position peaked at $211K in Q3 2015. 480 funds tracked by Wall St. Rank hold WRK as of Q4 2015.

  • Chesley Taft & Associates reported no remaining WestRock Company position as of Q4 2015 after selling out during the quarter.
  • Chesley Taft & Associates sold 4,562 WestRock Company shares in Q4 2015, an estimated $211K.
  • Chesley Taft & Associates first reported a position in WestRock Company in Q3 2015 and held it in 1 quarter.
  • Chesley Taft & Associates's WestRock Company position peaked at $211K in Q3 2015.
  • 480 funds tracked by Wall St. Rank held WestRock Company as of Q4 2015.

Based on Chesley Taft & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.