VIA
WRK

Virtus Investment Advisers’s WestRock Company WRK Stock Holding History

Virtus Investment Advisers’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
-38,621
Closed -$2.44M – 456
2017
Q4 		$2.44M Sell
38,621
-3,783
-9% -$230K 0.27% 123
2017
Q3 		$2.4M Sell
42,404
-11,308
-21% -$646K 0.25% 129
2017
Q2 		$3.04M Sell
53,712
-8,534
-14% -$463K 0.3% 116
2017
Q1 		$3.24M Sell
62,246
-14,591
-19% -$770K 0.29% 123
2016
Q4 		$3.9M Sell
76,837
-3,329
-4% -$164K 0.3% 119
2016
Q3 		$3.89M Buy
+80,166
New +$3.58M 0.25% 137

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Virtus Investment Advisers's WRK Position: Q1 2018 in Review

Virtus Investment Advisers sold out of WestRock Company (WRK) in Q1 2018, closing a stake of 38,621 shares — an estimated $2.44M sold.

Virtus Investment Advisers first reported a position in WRK in Q3 2016 and held it in 6 quarters. The position peaked at $3.9M in Q4 2016. 603 funds tracked by Wall St. Rank hold WRK as of Q1 2018.

  • Virtus Investment Advisers reported no remaining WestRock Company position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 38,621 WestRock Company shares in Q1 2018, an estimated $2.44M.
  • Virtus Investment Advisers first reported a position in WestRock Company in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's WestRock Company position peaked at $3.9M in Q4 2016.
  • 603 funds tracked by Wall St. Rank held WestRock Company as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.