Mariner Wealth Advisors (Cincinnati)’s WestRock Company WRK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$578K	Sell	10,825 -80	-0.7%	-$4.48K	0.03%	179
2018 Q2	$622K	Buy	10,905 +390	+4%	+$23.9K	0.04%	162
2018 Q1	$675K	Buy	10,515 +165	+2%	+$10.9K	0.04%	161
2017 Q4	$654K	Buy	10,350 +625	+6%	+$37.9K	0.04%	151
2017 Q3	$552K	Buy	9,725 +113	+1%	+$6.45K	0.04%	157
2017 Q2	$545K	Sell	9,612 -573	-6%	-$31.1K	0.04%	160
2017 Q1	$530K	Buy	10,185 +1,320	+15%	+$69.7K	0.04%	157
2016 Q4	$450K	Sell	8,865 -937	-10%	-$46K	0.04%	170
2016 Q3	$475K	Buy	9,802 +2,307	+31%	+$103K	0.04%	167
2016 Q2	$291K	Buy	7,495 +386	+5%	+$14.5K	0.03%	210
2016 Q1	$250K	Sell	7,109 -10,033	-59%	-$327K	0.02%	215
2015 Q4	$705K	Buy	+17,142	New	+$780K	0.07%	129

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

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

Mariner Wealth Advisors (Cincinnati)'s WRK Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its WestRock Company (WRK) stake by 0.73% in Q3 2018, selling an estimated $4.48K and leaving 10,825 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #179.

Mariner Wealth Advisors (Cincinnati) first reported a position in WRK in Q4 2015 and has held it in 12 quarters since. The position peaked at $705K in Q4 2015. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 10,825 shares of WestRock Company worth $578K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 80 WestRock Company shares in Q3 2018, an estimated $4.48K.
WestRock Company made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #179 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in WestRock Company in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s WestRock Company position peaked at $705K in Q4 2015.
626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.