Sageworth Trust’s WestRock Company WRK Stock Holding History

Sageworth Trust’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	-4	Closed	–	–	204
2017 Q4	$0	Buy	+4	New	+$243	﹤0.01%	156

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Sageworth Trust's WRK Position: Q1 2018 in Review

Sageworth Trust sold out of WestRock Company (WRK) in Q1 2018, closing a stake of 4 shares.

Sageworth Trust first reported a position in WRK in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 603 funds tracked by Wall St. Rank hold WRK as of Q1 2018.

Sageworth Trust reported no remaining WestRock Company position as of Q1 2018 after selling out during the quarter.
Sageworth Trust sold 4 WestRock Company shares in Q1 2018.
Sageworth Trust first reported a position in WestRock Company in Q4 2017 and held it in 1 quarter.
Sageworth Trust's WestRock Company position peaked at $0 in Q4 2017.
603 funds tracked by Wall St. Rank held WestRock Company as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.