Cowen Prime Advisors’s WestRock Company WRK Stock Holding History

Cowen Prime Advisors’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 Q4	–	Sell	-1	Closed	–	–	235
2016 Q3	$0	Hold	1	–	–	﹤0.01%	262
2016 Q2	$0	Sell	1 -1	-50%	-$38	﹤0.01%	249
2016 Q1	$0	Hold	2	–	–	﹤0.01%	253
2015 Q4	$0	Hold	2	–	–	﹤0.01%	255
2015 Q3	$0	Buy	+2	New	+$107	﹤0.01%	274

Other funds holding WRK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cowen Prime Advisors's WRK Position: Q4 2016 in Review

Cowen Prime Advisors sold out of WestRock Company (WRK) in Q4 2016, closing a stake of 1 share.

Cowen Prime Advisors first reported a position in WRK in Q3 2015 and held it in 5 quarters. The position peaked at $0 in Q3 2016. 502 funds tracked by Wall St. Rank hold WRK as of Q4 2016.

Cowen Prime Advisors reported no remaining WestRock Company position as of Q4 2016 after selling out during the quarter.
Cowen Prime Advisors sold 1 WestRock Company share in Q4 2016.
Cowen Prime Advisors first reported a position in WestRock Company in Q3 2015 and held it in 5 quarters.
Cowen Prime Advisors's WestRock Company position peaked at $0 in Q3 2016.
502 funds tracked by Wall St. Rank held WestRock Company as of Q4 2016.

Based on Cowen Prime Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.