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

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM