WealthSource Partners’s WestRock Company WRK Stock Holding History

WealthSource Partners’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 Q2	–	Sell	-4,094	Closed	-$263K	–	328
2018 Q1	$263K	Buy	+4,094	New	+$270K	0.08%	229

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

WealthSource Partners's WRK Position: Q2 2018 in Review

WealthSource Partners sold out of WestRock Company (WRK) in Q2 2018, closing a stake of 4,094 shares — an estimated $263K sold.

WealthSource Partners first reported a position in WRK in Q1 2018 and held it in 1 quarter. The position peaked at $263K in Q1 2018. 625 funds tracked by Wall St. Rank hold WRK as of Q2 2018.

WealthSource Partners reported no remaining WestRock Company position as of Q2 2018 after selling out during the quarter.
WealthSource Partners sold 4,094 WestRock Company shares in Q2 2018, an estimated $263K.
WealthSource Partners first reported a position in WestRock Company in Q1 2018 and held it in 1 quarter.
WealthSource Partners's WestRock Company position peaked at $263K in Q1 2018.
625 funds tracked by Wall St. Rank held WestRock Company as of Q2 2018.

Based on WealthSource Partners's 13F filing for Q2 2018, filed 14 Aug 2018.