NCM
WRK

Nelson Capital Management’s WestRock Company WRK Stock Holding History

Nelson Capital Management’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
2019
Q3 		– Sell
-100
Closed -$4K – 349
2019
Q2 		$4K Hold
100
– – ﹤0.01% 255
2019
Q1 		$4K Hold
100
– – ﹤0.01% 240
2018
Q4 		$4K Hold
100
– – ﹤0.01% 241
2018
Q3 		$5K Hold
100
– – ﹤0.01% 231
2018
Q2 		$6K Hold
100
– – ﹤0.01% 220
2018
Q1 		$6K Hold
100
– – ﹤0.01% 225
2017
Q4 		$6K Buy
+100
New +$6.07K ﹤0.01% 263

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nelson Capital Management's WRK Position: Q3 2019 in Review

Nelson Capital Management sold out of WestRock Company (WRK) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

Nelson Capital Management first reported a position in WRK in Q4 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2018. 547 funds tracked by Wall St. Rank hold WRK as of Q3 2019.

  • Nelson Capital Management reported no remaining WestRock Company position as of Q3 2019 after selling out during the quarter.
  • Nelson Capital Management sold 100 WestRock Company shares in Q3 2019, an estimated $4K.
  • Nelson Capital Management first reported a position in WestRock Company in Q4 2017 and held it in 7 quarters.
  • Nelson Capital Management's WestRock Company position peaked at $6K in Q2 2018.
  • 547 funds tracked by Wall St. Rank held WestRock Company as of Q3 2019.

Based on Nelson Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.