Independent Portfolio Consultants’s WestRock Company WRK Stock Holding History

Independent Portfolio Consultants’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 Q2	$596K	Sell	10,524 -9,816	-48%	-$532K	0.25%	131
2017 Q1	$1.06M	Sell	20,340 -1,386	-6%	-$73.1K	0.37%	72
2016 Q4	$1.1M	Buy	21,726 +828	+4%	+$40.7K	0.36%	73
2016 Q3	$1.01M	Sell	20,898 -4,581	-18%	-$205K	0.32%	94
2016 Q2	$990K	Sell	25,479 -9,585	-27%	-$360K	0.31%	91
2016 Q1	$1.23M	Buy	35,064 +6,568	+23%	+$214K	0.34%	88
2015 Q4	$1.17M	Sell	28,496 -13,972	-33%	-$636K	0.35%	88
2015 Q3	$1.97M	Buy	+42,468	New	+$2.28M	0.43%	74

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Independent Portfolio Consultants's WRK Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its WestRock Company (WRK) stake by 48% in Q2 2017, selling an estimated $532K and leaving 10,524 shares worth $596K. The position accounts for 0.25% of the portfolio, ranked #131.

Independent Portfolio Consultants first reported a position in WRK in Q3 2015 and has held it in 8 quarters since. The position peaked at $1.97M in Q3 2015. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

Independent Portfolio Consultants held 10,524 shares of WestRock Company worth $596K as of Q2 2017.
Independent Portfolio Consultants sold 9,816 WestRock Company shares in Q2 2017, an estimated $532K.
WestRock Company made up 0.25% of Independent Portfolio Consultants's portfolio in Q2 2017, its #131 holding.
Independent Portfolio Consultants first reported a position in WestRock Company in Q3 2015 and has held it in 8 quarters since.
Independent Portfolio Consultants's WestRock Company position peaked at $1.97M in Q3 2015.
504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.