NCCM
WRK

Nine Chapters Capital Management’s WestRock Company WRK Stock Holding History

Nine Chapters 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
2017
Q1 		– Sell
-4,100
Closed -$208K – 309
2016
Q4 		$208K Buy
+4,100
New +$202K 0.35% 111
2015
Q4 		– Sell
-38,957
Closed -$1.81M – 596
2015
Q3 		$1.81M Buy
+38,957
New +$2.09M 0.16% 183

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
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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nine Chapters Capital Management's WRK Position: Q1 2017 in Review

Nine Chapters Capital Management sold out of WestRock Company (WRK) in Q1 2017, closing a stake of 4,100 shares — an estimated $208K sold.

Nine Chapters Capital Management first reported a position in WRK in Q3 2015 and held it in 2 quarters. The position peaked at $1.81M in Q3 2015. 503 funds tracked by Wall St. Rank hold WRK as of Q1 2017.

  • Nine Chapters Capital Management reported no remaining WestRock Company position as of Q1 2017 after selling out during the quarter.
  • Nine Chapters Capital Management sold 4,100 WestRock Company shares in Q1 2017, an estimated $208K.
  • Nine Chapters Capital Management first reported a position in WestRock Company in Q3 2015 and held it in 2 quarters.
  • Nine Chapters Capital Management's WestRock Company position peaked at $1.81M in Q3 2015.
  • 503 funds tracked by Wall St. Rank held WestRock Company as of Q1 2017.

Based on Nine Chapters Capital Management's 13F filing for Q1 2017, filed 8 May 2017.