FineMark National Bank & Trust’s WestRock Company WRK Stock Holding History

FineMark National Bank & Trust’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	–	Sell	-811	Closed	-$42K	–	1044
2016 Q4	$42K	Buy	811 +1	+0.1%	+$49	﹤0.01%	663
2016 Q3	$39K	Sell	810 -37	-4%	-$1.65K	﹤0.01%	670
2016 Q2	$33K	Buy	847 +136	+19%	+$5.1K	﹤0.01%	716
2016 Q1	$25K	Sell	711 -459	-39%	-$15K	﹤0.01%	743
2015 Q4	$48K	Sell	1,170 -150	-11%	-$6.83K	0.01%	605
2015 Q3	$61K	Buy	+1,320	New	+$70.7K	0.01%	570

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $408B AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FineMark National Bank & Trust's WRK Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of WestRock Company (WRK) in Q1 2017, closing a stake of 811 shares — an estimated $42K sold.

FineMark National Bank & Trust first reported a position in WRK in Q3 2015 and held it in 6 quarters. The position peaked at $61K in Q3 2015. 503 funds tracked by Wall St. Rank hold WRK as of Q1 2017.

FineMark National Bank & Trust reported no remaining WestRock Company position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 811 WestRock Company shares in Q1 2017, an estimated $42K.
FineMark National Bank & Trust first reported a position in WestRock Company in Q3 2015 and held it in 6 quarters.
FineMark National Bank & Trust's WestRock Company position peaked at $61K in Q3 2015.
503 funds tracked by Wall St. Rank held WestRock Company as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.