LifePlan Financial Group’s WestRock Company WRK Stock Holding History

LifePlan Financial Group’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	-2	Closed	–	–	567
2018 Q3	$0	Hold	2	–	–	﹤0.01%	549
2018 Q2	$0	Hold	2	–	–	﹤0.01%	547
2018 Q1	$0	Buy	+2	New	+$132	﹤0.01%	523

Other funds holding WRK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's WRK Position: Q4 2018 in Review

LifePlan Financial Group sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 2 shares.

LifePlan Financial Group first reported a position in WRK in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

LifePlan Financial Group reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
LifePlan Financial Group sold 2 WestRock Company shares in Q4 2018.
LifePlan Financial Group first reported a position in WestRock Company in Q1 2018 and held it in 3 quarters.
LifePlan Financial Group's WestRock Company position peaked at $0 in Q3 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.