WA
WRK

WFG Advisors’s WestRock Company WRK Stock Holding History

WFG Advisors’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
2017
Q2 		$444K Sell
7,837
-2,275
-22% -$123K 0.1% 215
2017
Q1 		$526K Sell
10,112
-514
-5% -$27.1K 0.14% 162
2016
Q4 		$539K Buy
10,626
+181
+2% +$8.89K 0.13% 195
2016
Q3 		$506K Buy
10,445
+467
+5% +$20.8K 0.13% 180
2016
Q2 		$388K Sell
9,978
-735
-7% -$27.6K 0.1% 201
2016
Q1 		$377K Buy
10,713
+1,055
+11% +$34.4K 0.11% 198
2015
Q4 		$397K Buy
+9,658
New +$440K 0.12% 188

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WFG Advisors's WRK Position: Q2 2017 in Review

WFG Advisors reduced its WestRock Company (WRK) stake by 22% in Q2 2017, selling an estimated $123K and leaving 7,837 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #215.

WFG Advisors first reported a position in WRK in Q4 2015 and has held it in 7 quarters since. The position peaked at $539K in Q4 2016. 504 funds tracked by Wall St. Rank hold WRK as of Q2 2017.

  • WFG Advisors held 7,837 shares of WestRock Company worth $444K as of Q2 2017.
  • WFG Advisors sold 2,275 WestRock Company shares in Q2 2017, an estimated $123K.
  • WestRock Company made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #215 holding.
  • WFG Advisors first reported a position in WestRock Company in Q4 2015 and has held it in 7 quarters since.
  • WFG Advisors's WestRock Company position peaked at $539K in Q4 2016.
  • 504 funds tracked by Wall St. Rank held WestRock Company as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.