MCWS
WRK

McKinley Carter Wealth Services’s WestRock Company WRK Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-3,880
Closed -$249K – 412
2018
Q1 		$249K Buy
+3,880
New +$256K 0.08% 142

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
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McKinley Carter Wealth Services's WRK Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 3,880 shares — an estimated $249K sold.

McKinley Carter Wealth Services first reported a position in WRK in Q1 2018 and held it in 1 quarter. The position peaked at $249K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 3,880 WestRock Company shares in Q2 2018, an estimated $249K.
  • McKinley Carter Wealth Services first reported a position in WestRock Company in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's WestRock Company position peaked at $249K in Q1 2018.
  • 625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.