KWILP
WRK

Kiwi Wealth Investments Limited Partnership’s WestRock Company WRK Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-62,977
Closed -$3.37M – 208
2018
Q3 		$3.37M Buy
62,977
+3,439
+6% +$193K 0.32% 88
2018
Q2 		$3.4M Buy
59,538
+4,741
+9% +$291K 0.32% 87
2018
Q1 		$3.52M Buy
54,797
+26,802
+96% +$1.77M 0.35% 88
2017
Q4 		$1.77M Sell
27,995
-2,236
-7% -$136K 0.19% 118
2017
Q3 		$1.72M Buy
+30,231
New +$1.73M 0.21% 103

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kiwi Wealth Investments Limited Partnership's WRK Position: Q4 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 62,977 shares — an estimated $3.37M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WRK in Q3 2017 and held it in 5 quarters. The position peaked at $3.52M in Q1 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

  • Kiwi Wealth Investments Limited Partnership reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 62,977 WestRock Company shares in Q4 2018, an estimated $3.37M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in WestRock Company in Q3 2017 and held it in 5 quarters.
  • Kiwi Wealth Investments Limited Partnership's WestRock Company position peaked at $3.52M in Q1 2018.
  • 587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2018, filed 14 Feb 2019.