FA
WRK

FDx Advisors’s WestRock Company WRK Stock Holding History

FDx 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
Q3 		– Sell
-13,405
Closed -$764K – 962
2018
Q2 		$764K Sell
13,405
-24,590
-65% -$1.51M 0.03% 429
2018
Q1 		$2.44M Sell
37,995
-969
-2% -$64K 0.07% 242
2017
Q4 		$2.46M Buy
38,964
+27,778
+248% +$1.69M 0.07% 254
2017
Q3 		$635K Sell
11,186
-416
-4% -$23.7K 0.02% 693
2017
Q2 		$657K Sell
11,602
-41
-0.4% -$2.22K 0.02% 668
2017
Q1 		$606K Sell
11,643
-2,102
-15% -$111K 0.02% 709
2016
Q4 		$698K Buy
13,745
+4,532
+49% +$223K 0.02% 645
2016
Q3 		$447K Sell
9,213
-754
-8% -$33.7K 0.02% 668
2016
Q2 		$387K Buy
+9,967
New +$374K 0.02% 671
2016
Q1 		– Sell
-11,091
Closed -$456K – 961
2015
Q4 		$456K Buy
11,091
+1,827
+20% +$83.2K 0.02% 586
2015
Q3 		$429K Buy
+9,264
New +$496K 0.04% 507

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FDx Advisors's WRK Position: Q3 2018 in Review

FDx Advisors sold out of WestRock Company (WRK) in Q3 2018, closing a stake of 13,405 shares — an estimated $764K sold.

FDx Advisors first reported a position in WRK in Q3 2015 and held it in 11 quarters. The position peaked at $2.46M in Q4 2017. 627 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

  • FDx Advisors reported no remaining WestRock Company position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 13,405 WestRock Company shares in Q3 2018, an estimated $764K.
  • FDx Advisors first reported a position in WestRock Company in Q3 2015 and held it in 11 quarters.
  • FDx Advisors's WestRock Company position peaked at $2.46M in Q4 2017.
  • 627 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.