JIP
WRK

Jaffetilchin Investment Partners’s WestRock Company WRK Stock Holding History

Jaffetilchin 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
Q2 		– Sell
-6,399
Closed -$411K – 375
2018
Q1 		$411K Buy
+6,399
New +$423K 0.09% 201

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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $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 $194B AUM 35% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jaffetilchin Investment Partners's WRK Position: Q2 2018 in Review

Jaffetilchin Investment Partners sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 6,399 shares — an estimated $411K sold.

Jaffetilchin Investment Partners first reported a position in WRK in Q1 2018 and held it in 1 quarter. The position peaked at $411K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

  • Jaffetilchin Investment Partners reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,399 WestRock Company shares in Q2 2018, an estimated $411K.
  • Jaffetilchin Investment Partners first reported a position in WestRock Company in Q1 2018 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's WestRock Company position peaked at $411K in Q1 2018.
  • 625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2018, filed 1 Aug 2018.