HFS
WRK

HL Financial Services’s WestRock Company WRK Stock Holding History

HL Financial Services’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
-10,273
Closed -$659K – 713
2018
Q1 		$659K Sell
10,273
-305
-3% -$20.1K 0.01% 440
2017
Q4 		$669K Buy
10,578
+247
+2% +$15K 0.01% 373
2017
Q3 		$586K Sell
10,331
-136
-1% -$7.76K 0.01% 457
2017
Q2 		$593K Buy
+10,467
New +$568K 0.01% 437

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
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
Norges Bank Oslo, Norway $1T AUM

HL Financial Services's WRK Position: Q2 2018 in Review

HL Financial Services sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 10,273 shares — an estimated $659K sold.

HL Financial Services first reported a position in WRK in Q2 2017 and held it in 4 quarters. The position peaked at $669K in Q4 2017. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

  • HL Financial Services reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
  • HL Financial Services sold 10,273 WestRock Company shares in Q2 2018, an estimated $659K.
  • HL Financial Services first reported a position in WestRock Company in Q2 2017 and held it in 4 quarters.
  • HL Financial Services's WestRock Company position peaked at $669K in Q4 2017.
  • 625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on HL Financial Services's 13F filing for Q2 2018, filed 6 Aug 2018.