ZIM
WRK

Zacks Investment Management’s WestRock Company WRK Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-3,175
Closed -$201K – 637
2017
Q4 		$201K Buy
+3,175
New +$193K ﹤0.01% 531

Other funds holding WRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Zacks Investment Management's WRK Position: Q1 2018 in Review

Zacks Investment Management sold out of WestRock Company (WRK) in Q1 2018, closing a stake of 3,175 shares — an estimated $201K sold.

Zacks Investment Management first reported a position in WRK in Q4 2017 and held it in 1 quarter. The position peaked at $201K in Q4 2017. 603 funds tracked by Wall St. Rank hold WRK as of Q1 2018.

  • Zacks Investment Management reported no remaining WestRock Company position as of Q1 2018 after selling out during the quarter.
  • Zacks Investment Management sold 3,175 WestRock Company shares in Q1 2018, an estimated $201K.
  • Zacks Investment Management first reported a position in WestRock Company in Q4 2017 and held it in 1 quarter.
  • Zacks Investment Management's WestRock Company position peaked at $201K in Q4 2017.
  • 603 funds tracked by Wall St. Rank held WestRock Company as of Q1 2018.

Based on Zacks Investment Management's 13F filing for Q1 2018, filed 14 May 2018.