First Citizens Bank & Trust’s WestRock Company WRK Stock Holding History

First Citizens 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
2018 Q2	–	Sell	-16,317	Closed	-$1.05M	–	460
2018 Q1	$1.05M	Buy	16,317 +4,998	+44%	+$330K	0.14%	169
2017 Q4	$715K	Sell	11,319 -359	-3%	-$21.8K	0.1%	189
2017 Q3	$662K	Buy	11,678 +216	+2%	+$12.3K	0.09%	194
2017 Q2	$649K	Buy	+11,462	New	+$622K	0.08%	201
2015 Q4	–	Sell	-17,589	Closed	-$815K	–	413
2015 Q3	$815K	Buy	+17,589	New	+$942K	0.06%	251

Other funds holding WRK

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Norges Bank Oslo, Norway $1T AUM

First Citizens Bank & Trust's WRK Position: Q2 2018 in Review

First Citizens Bank & Trust sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 16,317 shares — an estimated $1.05M sold.

First Citizens Bank & Trust first reported a position in WRK in Q3 2015 and held it in 5 quarters. The position peaked at $1.05M in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

First Citizens Bank & Trust reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
First Citizens Bank & Trust sold 16,317 WestRock Company shares in Q2 2018, an estimated $1.05M.
First Citizens Bank & Trust first reported a position in WestRock Company in Q3 2015 and held it in 5 quarters.
First Citizens Bank & Trust's WestRock Company position peaked at $1.05M in Q1 2018.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on First Citizens Bank & Trust's 13F filing for Q2 2018, filed 11 Jul 2018.