WIC
WRK

Woodmont Investment Counsel’s WestRock Company WRK Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-70
Closed -$3K – 640
2016
Q3 		$3K Buy
+70
New +$3.13K ﹤0.01% 625
2016
Q2 		– Sell
-78
Closed -$3K – 467
2016
Q1 		$3K Hold
78
– – ﹤0.01% 484
2015
Q4 		$3K Hold
78
– – ﹤0.01% 493
2015
Q3 		$4K Buy
+78
New +$4.18K ﹤0.01% 481

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Woodmont Investment Counsel's WRK Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of WestRock Company (WRK) in Q4 2016, closing a stake of 70 shares — an estimated $3K sold.

Woodmont Investment Counsel first reported a position in WRK in Q3 2015 and held it in 4 quarters. The position peaked at $4K in Q3 2015. 502 funds tracked by Wall St. Rank hold WRK as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining WestRock Company position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 70 WestRock Company shares in Q4 2016, an estimated $3K.
  • Woodmont Investment Counsel first reported a position in WestRock Company in Q3 2015 and held it in 4 quarters.
  • Woodmont Investment Counsel's WestRock Company position peaked at $4K in Q3 2015.
  • 502 funds tracked by Wall St. Rank held WestRock Company as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.