TA
WRK

Tiedemann Advisors’s WestRock Company WRK Stock Holding History

Tiedemann 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
-6,381
Closed -$309K – 352
2017
Q3 		$309K Buy
+6,381
New +$364K 0.03% 280
2017
Q1 		– Sell
-6,382
Closed -$324K – 422
2016
Q4 		$324K Buy
+6,382
New +$314K 0.03% 256

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiedemann Advisors's WRK Position: Q4 2017 in Review

Tiedemann Advisors sold out of WestRock Company (WRK) in Q4 2017, closing a stake of 6,381 shares — an estimated $309K sold.

Tiedemann Advisors first reported a position in WRK in Q4 2016 and held it in 2 quarters. The position peaked at $324K in Q4 2016. 567 funds tracked by Wall St. Rank hold WRK as of Q4 2017.

  • Tiedemann Advisors reported no remaining WestRock Company position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 6,381 WestRock Company shares in Q4 2017, an estimated $309K.
  • Tiedemann Advisors first reported a position in WestRock Company in Q4 2016 and held it in 2 quarters.
  • Tiedemann Advisors's WestRock Company position peaked at $324K in Q4 2016.
  • 567 funds tracked by Wall St. Rank held WestRock Company as of Q4 2017.

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