Edge Advisors’s WestRock Company WRK Stock Holding History

Edge 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
2018 Q2	$12K	Sell	232 -16,820	-99%	-$1.03M	﹤0.01%	686
2018 Q1	$1.09M	Sell	17,052 -11,009	-39%	-$727K	0.1%	156
2017 Q4	$1.77M	Sell	28,061 -740	-3%	-$44.9K	0.17%	118
2017 Q3	$1.63M	Buy	28,801 +5,914	+26%	+$338K	0.18%	114
2017 Q2	$1.3M	Sell	22,887 -650	-3%	-$35.2K	0.15%	135
2017 Q1	$1.22M	Sell	23,537 -12,162	-34%	-$642K	0.15%	135
2016 Q4	$1.81M	Buy	+35,699	New	+$1.75M	0.23%	104

Other funds holding WRK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Edge Advisors's WRK Position: Q2 2018 in Review

Edge Advisors reduced its WestRock Company (WRK) stake by 99% in Q2 2018, selling an estimated $1.03M and leaving 232 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Edge Advisors first reported a position in WRK in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2016. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

Edge Advisors held 232 shares of WestRock Company worth $12K as of Q2 2018.
Edge Advisors sold 16,820 WestRock Company shares in Q2 2018, an estimated $1.03M.
WestRock Company made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #686 holding.
Edge Advisors first reported a position in WestRock Company in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's WestRock Company position peaked at $1.81M in Q4 2016.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.