MWPCG
WRK

Measured Wealth Private Client Group’s WestRock Company WRK Stock Holding History

Measured Wealth Private Client 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
-58
Closed -$3K – 748
2018
Q3 		$3K Buy
+58
New +$3.25K ﹤0.01% 748

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Measured Wealth Private Client Group's WRK Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 58 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in WRK in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 58 WestRock Company shares in Q4 2018, an estimated $3K.
  • Measured Wealth Private Client Group first reported a position in WestRock Company in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's WestRock Company position peaked at $3K in Q3 2018.
  • 587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.