MCM
WRK

McKinley Capital Management’s WestRock Company WRK Stock Holding History

McKinley 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
2017
Q3 		– Sell
-1,760
Closed -$100K – 470
2017
Q2 		$100K Buy
+1,760
New +$95.4K ﹤0.01% 343
2017
Q1 		– Sell
-7,982
Closed -$405K – 563
2016
Q4 		$405K Buy
+7,982
New +$392K 0.02% 292

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McKinley Capital Management's WRK Position: Q3 2017 in Review

McKinley Capital Management sold out of WestRock Company (WRK) in Q3 2017, closing a stake of 1,760 shares — an estimated $100K sold.

McKinley Capital Management first reported a position in WRK in Q4 2016 and held it in 2 quarters. The position peaked at $405K in Q4 2016. 537 funds tracked by Wall St. Rank hold WRK as of Q3 2017.

  • McKinley Capital Management reported no remaining WestRock Company position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 1,760 WestRock Company shares in Q3 2017, an estimated $100K.
  • McKinley Capital Management first reported a position in WestRock Company in Q4 2016 and held it in 2 quarters.
  • McKinley Capital Management's WestRock Company position peaked at $405K in Q4 2016.
  • 537 funds tracked by Wall St. Rank held WestRock Company as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.