WESPAC Advisors SoCal’s WestRock Company WRK Stock Holding History

WESPAC Advisors SoCal’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	-13,525	Closed	-$722K	–	374
2018 Q3	$722K	Buy	+13,525	New	+$758K	0.36%	47

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

WESPAC Advisors SoCal's WRK Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 13,525 shares — an estimated $722K sold.

WESPAC Advisors SoCal first reported a position in WRK in Q3 2018 and held it in 1 quarter. The position peaked at $722K in Q3 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

WESPAC Advisors SoCal reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 13,525 WestRock Company shares in Q4 2018, an estimated $722K.
WESPAC Advisors SoCal first reported a position in WestRock Company in Q3 2018 and held it in 1 quarter.
WESPAC Advisors SoCal's WestRock Company position peaked at $722K in Q3 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.