PL
WRK

Perpetual Ltd’s WestRock Company WRK Stock Holding History

Perpetual Ltd’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
Q1 		– Sell
-3,400
Closed -$215K – 188
2017
Q4 		$215K Hold
3,400
– – 0.03% 169
2017
Q3 		$200K Buy
+3,400
New +$194K 0.03% 170
2016
Q4 		– Sell
-4,479
Closed -$217K – 242
2016
Q3 		$217K Buy
+4,479
New +$200K 0.02% 230
2016
Q2 		– Sell
-6,420
Closed -$226K – 203
2016
Q1 		$226K Buy
+6,420
New +$209K 0.02% 178

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Perpetual Ltd's WRK Position: Q1 2018 in Review

Perpetual Ltd sold out of WestRock Company (WRK) in Q1 2018, closing a stake of 3,400 shares — an estimated $215K sold.

Perpetual Ltd first reported a position in WRK in Q1 2016 and held it in 4 quarters. The position peaked at $226K in Q1 2016. 603 funds tracked by Wall St. Rank hold WRK as of Q1 2018.

  • Perpetual Ltd reported no remaining WestRock Company position as of Q1 2018 after selling out during the quarter.
  • Perpetual Ltd sold 3,400 WestRock Company shares in Q1 2018, an estimated $215K.
  • Perpetual Ltd first reported a position in WestRock Company in Q1 2016 and held it in 4 quarters.
  • Perpetual Ltd's WestRock Company position peaked at $226K in Q1 2016.
  • 603 funds tracked by Wall St. Rank held WestRock Company as of Q1 2018.

Based on Perpetual Ltd's 13F filing for Q1 2018, filed 18 Apr 2018.