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WRK

Neuberger Berman Canada’s WestRock Company WRK Stock Holding History

Neuberger Berman Canada’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
2017
Q3 		$391K Sell
6,900
-1,400
-17% -$79.9K 0.07% 253
2017
Q2 		$470K Buy
8,300
+1,300
+19% +$70.5K 0.09% 255
2017
Q1 		$364K Buy
+7,000
New +$369K 0.07% 257

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neuberger Berman Canada's WRK Position: Q3 2017 in Review

Neuberger Berman Canada reduced its WestRock Company (WRK) stake by 17% in Q3 2017, selling an estimated $79.9K and leaving 6,900 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #253.

Neuberger Berman Canada first reported a position in WRK in Q1 2017 and has held it in 3 quarters since. The position peaked at $470K in Q2 2017. 537 funds tracked by Wall St. Rank hold WRK as of Q3 2017.

  • Neuberger Berman Canada held 6,900 shares of WestRock Company worth $391K as of Q3 2017.
  • Neuberger Berman Canada sold 1,400 WestRock Company shares in Q3 2017, an estimated $79.9K.
  • WestRock Company made up 0.07% of Neuberger Berman Canada's portfolio in Q3 2017, its #253 holding.
  • Neuberger Berman Canada first reported a position in WestRock Company in Q1 2017 and has held it in 3 quarters since.
  • Neuberger Berman Canada's WestRock Company position peaked at $470K in Q2 2017.
  • 537 funds tracked by Wall St. Rank held WestRock Company as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.