PPSG
WRK

Princeton Portfolio Strategies Group’s WestRock Company WRK Stock Holding History

Princeton Portfolio Strategies Group’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
Q4 		– Sell
-10,000
Closed -$567K – 168
2017
Q3 		$567K Buy
+10,000
New +$571K 0.15% 120

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Princeton Portfolio Strategies Group's WRK Position: Q3 2018 in Review

Princeton Portfolio Strategies Group sold out of WestRock Company (WRK) in Q3 2018, closing a stake of 42,590 shares — an estimated $2.43M sold.

Princeton Portfolio Strategies Group first reported a position in WRK in Q4 2016 and held it in 7 quarters. The position peaked at $3.1M in Q1 2018. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

  • Princeton Portfolio Strategies Group reported no remaining WestRock Company position as of Q3 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 42,590 WestRock Company shares in Q3 2018, an estimated $2.43M.
  • Princeton Portfolio Strategies Group first reported a position in WestRock Company in Q4 2016 and held it in 7 quarters.
  • Princeton Portfolio Strategies Group's WestRock Company position peaked at $3.1M in Q1 2018.
  • 626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q3 2018, filed 6 Nov 2018.