USCA RIA’s WestRock Company WRK Stock Holding History

USCA RIA’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 Q4	–	Sell	-23,741	Closed	-$1.27M	–	481
2018 Q3	$1.27M	Sell	23,741 -199	-0.8%	-$11.1K	0.13%	202
2018 Q2	$1.36M	Buy	23,940 +13,203	+123%	+$810K	0.15%	185
2018 Q1	$689K	Hold	10,737	–	–	0.08%	258
2017 Q4	$679K	Buy	+10,737	New	+$652K	0.07%	259

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

USCA RIA's WRK Position: Q4 2018 in Review

USCA RIA sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 23,741 shares — an estimated $1.27M sold.

USCA RIA first reported a position in WRK in Q4 2017 and held it in 4 quarters. The position peaked at $1.36M in Q2 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

USCA RIA reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
USCA RIA sold 23,741 WestRock Company shares in Q4 2018, an estimated $1.27M.
USCA RIA first reported a position in WestRock Company in Q4 2017 and held it in 4 quarters.
USCA RIA's WestRock Company position peaked at $1.36M in Q2 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on USCA RIA's 13F filing for Q4 2018, filed 12 Feb 2019.