WA
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WESPAC Advisors’s Packaging Corp of America PKG Stock Holding History

WESPAC Advisors’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-21,805
Closed -$2.39M – 154
2018
Q3 		$2.39M Buy
21,805
+7,157
+49% +$807K 1.4% 28
2018
Q2 		$1.64M Sell
14,648
-7,281
-33% -$850K 1.69% 23
2018
Q1 		$2.47M Buy
21,929
+7,424
+51% +$896K 1.51% 22
2017
Q4 		$1.75M Sell
14,505
-7,695
-35% -$893K 1.62% 21
2017
Q3 		$2.55M Buy
22,200
+210
+1% +$23.5K 1.68% 20
2017
Q2 		$2.45M Buy
21,990
+8,047
+58% +$810K 1.67% 17
2017
Q1 		$1.28M Sell
13,943
-1,380
-9% -$127K 1.47% 25
2016
Q4 		$1.3M Buy
+15,323
New +$1.29M 1.46% 31

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return