MWP
WRK

MYCIO Wealth Partners’s WestRock Company WRK Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-60
Closed -$2K – 1050
2016
Q2 		$2K Buy
60
+24
+67% +$900 ﹤0.01% 920
2016
Q1 		$1K Buy
+36
New +$1.17K ﹤0.01% 788

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MYCIO Wealth Partners's WRK Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of WestRock Company (WRK) in Q3 2016, closing a stake of 60 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in WRK in Q1 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 484 funds tracked by Wall St. Rank hold WRK as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining WestRock Company position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 60 WestRock Company shares in Q3 2016, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in WestRock Company in Q1 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's WestRock Company position peaked at $2K in Q2 2016.
  • 484 funds tracked by Wall St. Rank held WestRock Company as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.