Freedom Investment Management’s WestRock Company WRK Stock Holding History

Freedom Investment Management’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	-11,830	Closed	-$759K	–	1170
2018 Q1	$759K	Buy	11,830 +3,014	+34%	+$199K	0.04%	458
2017 Q4	$557K	Sell	8,816 -2,970	-25%	-$180K	0.03%	585
2017 Q3	$669K	Buy	11,786 +1,058	+10%	+$60.4K	0.04%	479
2017 Q2	$608K	Buy	10,728 +342	+3%	+$18.5K	0.03%	486
2017 Q1	$540K	Buy	10,386 +5,561	+115%	+$293K	0.03%	521
2016 Q4	$245K	Buy	+4,825	New	+$237K	0.02%	784

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 $6.73T AUM 46.02% 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 $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 $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

Freedom Investment Management's WRK Position: Q2 2018 in Review

Freedom Investment Management sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 11,830 shares — an estimated $759K sold.

Freedom Investment Management first reported a position in WRK in Q4 2016 and held it in 6 quarters. The position peaked at $759K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

Freedom Investment Management reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
Freedom Investment Management sold 11,830 WestRock Company shares in Q2 2018, an estimated $759K.
Freedom Investment Management first reported a position in WestRock Company in Q4 2016 and held it in 6 quarters.
Freedom Investment Management's WestRock Company position peaked at $759K in Q1 2018.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.