Fusion Family Wealth’s WestRock Company WRK Stock Holding History

Fusion Family Wealth’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	-46	Closed	-$2K	–	416
2016 Q4	$2K	Buy	+46	New	+$2.26K	﹤0.01%	349

Other funds holding WRK

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $544B AUM 28.31% 1-Year Est. Return

Fusion Family Wealth's WRK Position: Q1 2017 in Review

Fusion Family Wealth sold out of WestRock Company (WRK) in Q1 2017, closing a stake of 46 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in WRK in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 503 funds tracked by Wall St. Rank hold WRK as of Q1 2017.

Fusion Family Wealth reported no remaining WestRock Company position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 46 WestRock Company shares in Q1 2017, an estimated $2K.
Fusion Family Wealth first reported a position in WestRock Company in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's WestRock Company position peaked at $2K in Q4 2016.
503 funds tracked by Wall St. Rank held WestRock Company as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.