LCM
WRK

Liberty Capital Management’s WestRock Company WRK Stock Holding History

Liberty Capital Management’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
Q1 		– Sell
-1,404
Closed -$97K – 244
2017
Q4 		$97K Hold
1,404
– – 0.05% 144
2017
Q3 		$85K Hold
1,404
– – 0.05% 157
2017
Q2 		$81K Buy
+1,404
New +$76.1K 0.05% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Liberty Capital Management's WRK Position: Q1 2018 in Review

Liberty Capital Management sold out of WestRock Company (WRK) in Q1 2018, closing a stake of 1,404 shares — an estimated $97K sold.

Liberty Capital Management first reported a position in WRK in Q2 2017 and held it in 3 quarters. The position peaked at $97K in Q4 2017. 603 funds tracked by Wall St. Rank hold WRK as of Q1 2018.

  • Liberty Capital Management reported no remaining WestRock Company position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 1,404 WestRock Company shares in Q1 2018, an estimated $97K.
  • Liberty Capital Management first reported a position in WestRock Company in Q2 2017 and held it in 3 quarters.
  • Liberty Capital Management's WestRock Company position peaked at $97K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held WestRock Company as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.