CFA
WRK

CT Financial Advisors’s WestRock Company WRK Stock Holding History

CT Financial 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
2017
Q1 		$52.8K Hold
1,014
– – 0.03% 268
2016
Q4 		$51.5K Hold
1,014
– – 0.03% 267
2016
Q3 		$49.2K Hold
1,014
– – 0.03% 272
2016
Q2 		$39.4K Sell
1,014
-111
-10% -$4.16K 0.02% 294
2016
Q1 		$39.6K Hold
1,125
– – 0.02% 317
2015
Q4 		$46.3K Hold
1,125
– – 0.03% 307
2015
Q3 		$52.2K Buy
+1,125
New +$60.3K 0.03% 287

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CT Financial Advisors's WRK Position: Q1 2017 in Review

CT Financial Advisors held its WestRock Company (WRK) position steady in Q1 2017 at 1,014 shares worth $52.8K. The position accounts for 0.03% of the portfolio, ranked #268.

CT Financial Advisors first reported a position in WRK in Q3 2015 and has held it in 7 quarters since. 503 funds tracked by Wall St. Rank hold WRK as of Q1 2017.

  • CT Financial Advisors held 1,014 shares of WestRock Company worth $52.8K as of Q1 2017.
  • CT Financial Advisors left its WestRock Company share count unchanged in Q1 2017.
  • WestRock Company made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #268 holding.
  • CT Financial Advisors first reported a position in WestRock Company in Q3 2015 and has held it in 7 quarters since.
  • 503 funds tracked by Wall St. Rank held WestRock Company as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.