RCA
WRK

Rex Capital Advisors’s WestRock Company WRK Stock Holding History

Rex Capital 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
Q4 		– Sell
-4,978
Closed -$282K – 34
2017
Q3 		$282K Buy
4,978
+92
+2% +$5.25K 0.22% 27
2017
Q2 		$277K Buy
4,886
+469
+11% +$25.4K 0.23% 25
2017
Q1 		$230K Buy
+4,417
New +$233K 0.2% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rex Capital Advisors's WRK Position: Q4 2017 in Review

Rex Capital Advisors sold out of WestRock Company (WRK) in Q4 2017, closing a stake of 4,978 shares — an estimated $282K sold.

Rex Capital Advisors first reported a position in WRK in Q1 2017 and held it in 3 quarters. The position peaked at $282K in Q3 2017. 567 funds tracked by Wall St. Rank hold WRK as of Q4 2017.

  • Rex Capital Advisors reported no remaining WestRock Company position as of Q4 2017 after selling out during the quarter.
  • Rex Capital Advisors sold 4,978 WestRock Company shares in Q4 2017, an estimated $282K.
  • Rex Capital Advisors first reported a position in WestRock Company in Q1 2017 and held it in 3 quarters.
  • Rex Capital Advisors's WestRock Company position peaked at $282K in Q3 2017.
  • 567 funds tracked by Wall St. Rank held WestRock Company as of Q4 2017.

Based on Rex Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.