Lucus Advisors’s WestRock Company WRK Stock Holding History

Lucus Advisors’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
2017 Q2	–	Sell	-7,800	Closed	-$406K	–	270
2017 Q1	$406K	Buy	+7,800	New	+$412K	0.38%	161

Other funds holding WRK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lucus Advisors's WRK Position: Q2 2017 in Review

Lucus Advisors sold out of WestRock Company (WRK) in Q2 2017, closing a stake of 7,800 shares — an estimated $406K sold.

Lucus Advisors first reported a position in WRK in Q1 2017 and held it in 1 quarter. The position peaked at $406K in Q1 2017. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

Lucus Advisors reported no remaining WestRock Company position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 7,800 WestRock Company shares in Q2 2017, an estimated $406K.
Lucus Advisors first reported a position in WestRock Company in Q1 2017 and held it in 1 quarter.
Lucus Advisors's WestRock Company position peaked at $406K in Q1 2017.
504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.