MSI Financial Services’s WestRock Company WRK Stock Holding History

MSI Financial 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
2016 Q4	$105K	Hold	2,060	–	–	﹤0.01%	1434
2016 Q3	$100K	Buy	2,060 +783	+61%	+$35K	﹤0.01%	1422
2016 Q2	$50K	Sell	1,277 -140	-10%	-$5.25K	﹤0.01%	1818
2016 Q1	$50K	Sell	1,417 -163	-10%	-$5.31K	﹤0.01%	1737
2015 Q4	$65K	Buy	1,580 +245	+18%	+$11.2K	﹤0.01%	1552
2015 Q3	$62K	Buy	+1,335	New	+$71.5K	﹤0.01%	1115

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

MSI Financial Services's WRK Position: Q4 2016 in Review

MSI Financial Services held its WestRock Company (WRK) position steady in Q4 2016 at 2,060 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

MSI Financial Services first reported a position in WRK in Q3 2015 and has held it in 6 quarters since. 502 funds tracked by Wall St. Rank hold WRK as of Q4 2016.

MSI Financial Services held 2,060 shares of WestRock Company worth $105K as of Q4 2016.
MSI Financial Services left its WestRock Company share count unchanged in Q4 2016.
WestRock Company made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1434 holding.
MSI Financial Services first reported a position in WestRock Company in Q3 2015 and has held it in 6 quarters since.
502 funds tracked by Wall St. Rank held WestRock Company as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.