Old Mutual Customised Solutions’s WestRock Company WRK Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1.1M	Buy	19,216 +100	+0.5%	+$6.13K	0.11%	230
2018 Q1	$1.23M	Buy	19,116 +1,900	+11%	+$126K	0.13%	207
2017 Q4	$1.09M	Buy	17,216 +5,100	+42%	+$310K	0.11%	225
2017 Q3	$687K	Hold	12,116	–	–	0.09%	257
2017 Q2	$686K	Buy	12,116 +1,500	+14%	+$81.3K	0.1%	246
2017 Q1	$552K	Buy	10,616 +2,000	+23%	+$106K	0.09%	288
2016 Q4	$437K	Buy	8,616 +3,200	+59%	+$157K	0.08%	301
2016 Q3	$263K	Sell	5,416 -2,300	-30%	-$103K	0.08%	305
2016 Q2	$300K	Sell	7,716 -848	-10%	-$31.8K	0.08%	312
2016 Q1	$301K	Hold	8,564	–	–	0.08%	314
2015 Q4	$352K	Hold	8,564	–	–	0.09%	272
2015 Q3	$397K	Buy	+8,564	New	+$459K	0.11%	232

Other funds holding WRK

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Old Mutual Customised Solutions's WRK Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its WestRock Company (WRK) stake by 0.52% in Q2 2018, buying an estimated $6.13K and bringing the position to 19,216 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #230.

Old Mutual Customised Solutions first reported a position in WRK in Q3 2015 and has held it in 12 quarters since. The position peaked at $1.23M in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

Old Mutual Customised Solutions held 19,216 shares of WestRock Company worth $1.1M as of Q2 2018.
Old Mutual Customised Solutions bought 100 WestRock Company shares in Q2 2018, an estimated $6.13K.
WestRock Company made up 0.11% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #230 holding.
Old Mutual Customised Solutions first reported a position in WestRock Company in Q3 2015 and has held it in 12 quarters since.
Old Mutual Customised Solutions's WestRock Company position peaked at $1.23M in Q1 2018.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.