Curian Capital’s WestRock Company WRK Stock Holding History

Curian Capital’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	-7,979	Closed	-$370K	–	558
2015 Q3	$370K	Buy	+7,979	New	+$428K	0.01%	531

Other funds holding WRK

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

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

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

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

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

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

Curian Capital's WRK Position: Q4 2015 in Review

Curian Capital sold out of WestRock Company (WRK) in Q4 2015, closing a stake of 7,979 shares — an estimated $370K sold.

Curian Capital first reported a position in WRK in Q3 2015 and held it in 1 quarter. The position peaked at $370K in Q3 2015. 480 funds tracked by Wall St. Rank hold WRK as of Q4 2015.

Curian Capital reported no remaining WestRock Company position as of Q4 2015 after selling out during the quarter.
Curian Capital sold 7,979 WestRock Company shares in Q4 2015, an estimated $370K.
Curian Capital first reported a position in WestRock Company in Q3 2015 and held it in 1 quarter.
Curian Capital's WestRock Company position peaked at $370K in Q3 2015.
480 funds tracked by Wall St. Rank held WestRock Company as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.