Visionary Asset Management’s WestRock Company WRK Stock Holding History

Visionary Asset Management’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	-39,427	Closed	-$2.11M	–	307
2018 Q3	$2.11M	Sell	39,427 -870	-2%	-$48.7K	0.68%	64
2018 Q2	$2.3M	Sell	40,297 -7,581	-16%	-$465K	0.77%	66
2018 Q1	$3.02M	Sell	47,878 -2,147	-4%	-$142K	0.98%	26
2017 Q4	$3.16M	Buy	+50,025	New	+$3.04M	0.88%	35

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

Visionary Asset Management's WRK Position: Q4 2018 in Review

Visionary Asset Management sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 39,427 shares — an estimated $2.11M sold.

Visionary Asset Management first reported a position in WRK in Q4 2017 and held it in 4 quarters. The position peaked at $3.16M in Q4 2017. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

Visionary Asset Management reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 39,427 WestRock Company shares in Q4 2018, an estimated $2.11M.
Visionary Asset Management first reported a position in WestRock Company in Q4 2017 and held it in 4 quarters.
Visionary Asset Management's WestRock Company position peaked at $3.16M in Q4 2017.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.