OIA
WRK

OneDigital Investment Advisors’s WestRock Company WRK Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-75
Closed -$4K – 1188
2017
Q2 		$4K Buy
+75
New +$4.07K ﹤0.01% 1103

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

OneDigital Investment Advisors's WRK Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of WestRock Company (WRK) in Q3 2017, closing a stake of 75 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in WRK in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 537 funds tracked by Wall St. Rank hold WRK as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining WestRock Company position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 75 WestRock Company shares in Q3 2017, an estimated $4K.
  • OneDigital Investment Advisors first reported a position in WestRock Company in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's WestRock Company position peaked at $4K in Q2 2017.
  • 537 funds tracked by Wall St. Rank held WestRock Company as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.