HIM
WRK

Hillsdale Investment Management’s WestRock Company WRK Stock Holding History

Hillsdale 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
2017
Q1 		– Sell
-5,800
Closed -$294K – 547
2016
Q4 		$294K Buy
+5,800
New +$285K 0.06% 242

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hillsdale Investment Management's WRK Position: Q1 2017 in Review

Hillsdale Investment Management sold out of WestRock Company (WRK) in Q1 2017, closing a stake of 5,800 shares — an estimated $294K sold.

Hillsdale Investment Management first reported a position in WRK in Q4 2016 and held it in 1 quarter. The position peaked at $294K in Q4 2016. 503 funds tracked by Wall St. Rank hold WRK as of Q1 2017.

  • Hillsdale Investment Management reported no remaining WestRock Company position as of Q1 2017 after selling out during the quarter.
  • Hillsdale Investment Management sold 5,800 WestRock Company shares in Q1 2017, an estimated $294K.
  • Hillsdale Investment Management first reported a position in WestRock Company in Q4 2016 and held it in 1 quarter.
  • Hillsdale Investment Management's WestRock Company position peaked at $294K in Q4 2016.
  • 503 funds tracked by Wall St. Rank held WestRock Company as of Q1 2017.

Based on Hillsdale Investment Management's 13F filing for Q1 2017, filed 9 May 2017.