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WRK

Donoghue Forlines’s WestRock Company WRK Stock Holding History

Donoghue Forlines’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
-243,089
Closed -$13M – 164
2018
Q3 		$13M Sell
243,089
-27,272
-10% -$1.53M 1.01% 55
2018
Q2 		$15.4M Buy
270,361
+3,564
+1% +$219K 1.27% 46
2018
Q1 		$17.1M Sell
266,797
-5,770
-2% -$381K 1.49% 30
2017
Q4 		$17.2M Buy
+272,567
New +$16.5M 1.3% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Donoghue Forlines's WRK Position: Q4 2018 in Review

Donoghue Forlines sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 243,089 shares — an estimated $13M sold.

Donoghue Forlines first reported a position in WRK in Q4 2017 and held it in 4 quarters. The position peaked at $17.2M in Q4 2017. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

  • Donoghue Forlines reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
  • Donoghue Forlines sold 243,089 WestRock Company shares in Q4 2018, an estimated $13M.
  • Donoghue Forlines first reported a position in WestRock Company in Q4 2017 and held it in 4 quarters.
  • Donoghue Forlines's WestRock Company position peaked at $17.2M in Q4 2017.
  • 587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on Donoghue Forlines's 13F filing for Q4 2018, filed 24 Jan 2019.