Delphi Private Advisors’s WestRock Company WRK Stock Holding History

Delphi Private 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 Q3	–	Sell	-25	Closed	-$1K	–	128
2017 Q2	$1K	Buy	+25	New	+$1.36K	﹤0.01%	119
2017 Q1	–	Sell	-25	Closed	-$1K	–	311
2016 Q4	$1K	Sell	25 -32	-56%	-$1.57K	﹤0.01%	249
2016 Q3	$3K	Buy	57 +32	+128%	+$1.43K	0.01%	228
2016 Q2	$1K	Sell	25 -3	-11%	-$113	﹤0.01%	447
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	300
2015 Q4	$1K	Buy	+28	New	+$1.27K	﹤0.01%	346

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Delphi Private Advisors's WRK Position: Q3 2017 in Review

Delphi Private Advisors sold out of WestRock Company (WRK) in Q3 2017, closing a stake of 25 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in WRK in Q4 2015 and held it in 6 quarters. The position peaked at $3K in Q3 2016. 537 funds tracked by Wall St. Rank hold WRK as of Q3 2017.

Delphi Private Advisors reported no remaining WestRock Company position as of Q3 2017 after selling out during the quarter.
Delphi Private Advisors sold 25 WestRock Company shares in Q3 2017, an estimated $1K.
Delphi Private Advisors first reported a position in WestRock Company in Q4 2015 and held it in 6 quarters.
Delphi Private Advisors's WestRock Company position peaked at $3K in Q3 2016.
537 funds tracked by Wall St. Rank held WestRock Company as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.