Wealthfront’s WestRock Company WRK Stock Holding History

Wealthfront’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 Q3	$351K	Sell	6,574 -223	-3%	-$12.5K	﹤0.01%	423
2018 Q2	$388K	Sell	6,797 -1,025	-13%	-$62.9K	﹤0.01%	399
2018 Q1	$502K	Buy	7,822 +608	+8%	+$40.2K	0.01%	379
2017 Q4	$456K	Buy	7,214 +262	+4%	+$15.9K	0.01%	368
2017 Q3	$394K	Sell	6,952 -278	-4%	-$15.9K	0.01%	377
2017 Q2	$410K	Buy	7,230 +532	+8%	+$28.8K	0.01%	316
2017 Q1	$349K	Buy	6,698 +355	+6%	+$18.7K	0.01%	307
2016 Q4	$322K	Buy	6,343 +357	+6%	+$17.5K	0.01%	279
2016 Q3	$290K	Buy	5,986 +340	+6%	+$15.2K	0.01%	274
2016 Q2	$219K	Buy	+5,646	New	+$212K	0.01%	326
2015 Q4	–	Sell	-2,394	Closed	-$111K	–	1123
2015 Q3	$111K	Buy	+2,394	New	+$128K	﹤0.01%	385

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

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

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

Wealthfront's WRK Position: Q3 2018 in Review

Wealthfront reduced its WestRock Company (WRK) stake by 3.3% in Q3 2018, selling an estimated $12.5K and leaving 6,574 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Wealthfront first reported a position in WRK in Q3 2015 and has held it in 11 quarters since. The position peaked at $502K in Q1 2018. 626 funds tracked by Wall St. Rank hold WRK as of Q3 2018.

Wealthfront held 6,574 shares of WestRock Company worth $351K as of Q3 2018.
Wealthfront sold 223 WestRock Company shares in Q3 2018, an estimated $12.5K.
WestRock Company made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #423 holding.
Wealthfront first reported a position in WestRock Company in Q3 2015 and has held it in 11 quarters since.
Wealthfront's WestRock Company position peaked at $502K in Q1 2018.
626 funds tracked by Wall St. Rank held WestRock Company as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.