MYIA
WRK

Mount Yale Investment Advisors’s WestRock Company WRK Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-2,055
Closed -$96K – 820
2018
Q3 		$96K Sell
2,055
-444
-18% -$24.9K 0.02% 457
2018
Q2 		$142K Buy
2,499
+7
+0.3% +$429 0.03% 365
2018
Q1 		$160K Buy
+2,492
New +$165K 0.03% 323

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

Mount Yale Investment Advisors's WRK Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 2,055 shares — an estimated $96K sold.

Mount Yale Investment Advisors first reported a position in WRK in Q1 2018 and held it in 3 quarters. The position peaked at $160K in Q1 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,055 WestRock Company shares in Q4 2018, an estimated $96K.
  • Mount Yale Investment Advisors first reported a position in WestRock Company in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's WestRock Company position peaked at $160K in Q1 2018.
  • 587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.