Intellectus Partners’s WestRock Company WRK Stock Holding History

Intellectus Partners’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 Q4	–	Sell	-586	Closed	-$31K	–	549
2018 Q3	$31K	Hold	586	–	–	0.01%	394
2018 Q2	$33K	Hold	586	–	–	0.01%	379
2018 Q1	$38K	Hold	586	–	–	0.01%	372
2017 Q4	$37K	Hold	586	–	–	0.01%	375
2017 Q3	$33K	Hold	586	–	–	0.01%	462
2017 Q2	$33K	Hold	586	–	–	0.01%	438
2017 Q1	$30K	Hold	586	–	–	0.02%	408
2016 Q4	$30K	Buy	+586	New	+$28.8K	0.02%	398

Other funds holding WRK

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intellectus Partners's WRK Position: Q4 2018 in Review

Intellectus Partners sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 586 shares — an estimated $31K sold.

Intellectus Partners first reported a position in WRK in Q4 2016 and held it in 8 quarters. The position peaked at $38K in Q1 2018. 588 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Intellectus Partners reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 586 WestRock Company shares in Q4 2018, an estimated $31K.
Intellectus Partners first reported a position in WestRock Company in Q4 2016 and held it in 8 quarters.
Intellectus Partners's WestRock Company position peaked at $38K in Q1 2018.
588 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.