PFC
WRK

Phocas Financial Corp’s WestRock Company WRK Stock Holding History

Phocas Financial Corp’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
2019
Q3 		– Sell
-1,090
Closed -$40K – 316
2019
Q2 		$40K Buy
+1,090
New +$40.1K ﹤0.01% 270
2017
Q2 		– Sell
-7,885
Closed -$410K – 236
2017
Q1 		$410K Sell
7,885
-71,425
-90% -$3.77M 0.04% 202
2016
Q4 		$4.03M Sell
79,310
-4,104
-5% -$202K 0.27% 153
2016
Q3 		$4.04M Buy
83,414
+47,827
+134% +$2.14M 0.28% 157
2016
Q2 		$1.38M Sell
35,587
-4,809
-12% -$180K 0.1% 191
2016
Q1 		$1.42M Buy
+40,396
New +$1.32M 0.11% 189
2015
Q4 		– Sell
-40,840
Closed -$1.89M – 249
2015
Q3 		$1.89M Buy
+40,840
New +$2.19M 0.16% 178

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return