Kanaly Trust’s WestRock Company WRK Stock Holding History

Kanaly Trust’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
2016 Q4	$6K	Sell	117 -2	-2%	-$98	﹤0.01%	643
2016 Q3	$6K	Buy	119 +40	+51%	+$1.79K	﹤0.01%	620
2016 Q2	$3K	Buy	+79	New	+$2.96K	﹤0.01%	736
2016 Q1	–	Sell	-48	Closed	-$2K	–	935
2015 Q4	$2K	Sell	48 -86	-64%	-$3.92K	﹤0.01%	822
2015 Q3	$6K	Buy	+134	New	+$7.18K	﹤0.01%	616

Other funds holding WRK

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kanaly Trust's WRK Position: Q4 2016 in Review

Kanaly Trust reduced its WestRock Company (WRK) stake by 1.7% in Q4 2016, selling an estimated $98 and leaving 117 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Kanaly Trust first reported a position in WRK in Q3 2015 and has held it in 5 quarters since. 502 funds tracked by Wall St. Rank hold WRK as of Q4 2016.

Kanaly Trust held 117 shares of WestRock Company worth $6K as of Q4 2016.
Kanaly Trust sold 2 WestRock Company shares in Q4 2016, an estimated $98.
WestRock Company made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #643 holding.
Kanaly Trust first reported a position in WestRock Company in Q3 2015 and has held it in 5 quarters since.
502 funds tracked by Wall St. Rank held WestRock Company as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.