CPIM
WRK

Columbia Partners Investment Management’s WestRock Company WRK Stock Holding History

Columbia Partners 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
2015
Q4 		– Sell
-17,253
Closed -$799K – 380
2015
Q3 		$799K Buy
+17,253
New +$924K 0.06% 302

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 18.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Columbia Partners Investment Management's WRK Position: Q4 2015 in Review

Columbia Partners Investment Management sold out of WestRock Company (WRK) in Q4 2015, closing a stake of 17,253 shares — an estimated $799K sold.

Columbia Partners Investment Management first reported a position in WRK in Q3 2015 and held it in 1 quarter. The position peaked at $799K in Q3 2015. 480 funds tracked by Wall St. Rank hold WRK as of Q4 2015.

  • Columbia Partners Investment Management reported no remaining WestRock Company position as of Q4 2015 after selling out during the quarter.
  • Columbia Partners Investment Management sold 17,253 WestRock Company shares in Q4 2015, an estimated $799K.
  • Columbia Partners Investment Management first reported a position in WestRock Company in Q3 2015 and held it in 1 quarter.
  • Columbia Partners Investment Management's WestRock Company position peaked at $799K in Q3 2015.
  • 480 funds tracked by Wall St. Rank held WestRock Company as of Q4 2015.

Based on Columbia Partners Investment Management's 13F filing for Q4 2015, filed 8 Feb 2016.