IP
WRK

Investment Partners’s WestRock Company WRK Stock Holding History

Investment 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
Q3 		– Sell
-4,564
Closed -$260K – 171
2018
Q2 		$260K Sell
4,564
-273
-6% -$16.7K 0.19% 114
2018
Q1 		$310K Buy
+4,837
New +$320K 0.23% 100

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.58B AUM 0.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investment Partners's WRK Position: Q3 2018 in Review

Investment Partners sold out of WestRock Company (WRK) in Q3 2018, closing a stake of 4,564 shares — an estimated $260K sold.

Investment Partners first reported a position in WRK in Q1 2018 and held it in 2 quarters. The position peaked at $310K in Q1 2018. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

  • Investment Partners reported no remaining WestRock Company position as of Q3 2018 after selling out during the quarter.
  • Investment Partners sold 4,564 WestRock Company shares in Q3 2018, an estimated $260K.
  • Investment Partners first reported a position in WestRock Company in Q1 2018 and held it in 2 quarters.
  • Investment Partners's WestRock Company position peaked at $310K in Q1 2018.
  • 626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Investment Partners's 13F filing for Q3 2018, filed 25 Oct 2018.