L.J. Altfest & Co’s WestRock Company WRK Stock Holding History

L.J. Altfest & Co’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	-11,020	Closed	-$589K	–	179
2018 Q3	$589K	Sell	11,020 -5	-0%	-$280	0.17%	97
2018 Q2	$629K	Sell	11,025 -43	-0.4%	-$2.64K	0.23%	90
2018 Q1	$710K	Buy	11,068 +212	+2%	+$14K	0.31%	78
2017 Q4	$686K	Sell	10,856 -64	-0.6%	-$3.89K	0.26%	85
2017 Q3	$619K	Buy	+10,920	New	+$623K	0.3%	83

Other funds holding WRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

L.J. Altfest & Co's WRK Position: Q4 2018 in Review

L.J. Altfest & Co sold out of WestRock Company (WRK) in Q4 2018, closing a stake of 11,020 shares — an estimated $589K sold.

L.J. Altfest & Co first reported a position in WRK in Q3 2017 and held it in 5 quarters. The position peaked at $710K in Q1 2018. 587 funds tracked by Wall St. Rank hold WRK as of Q4 2018.

L.J. Altfest & Co reported no remaining WestRock Company position as of Q4 2018 after selling out during the quarter.
L.J. Altfest & Co sold 11,020 WestRock Company shares in Q4 2018, an estimated $589K.
L.J. Altfest & Co first reported a position in WestRock Company in Q3 2017 and held it in 5 quarters.
L.J. Altfest & Co's WestRock Company position peaked at $710K in Q1 2018.
587 funds tracked by Wall St. Rank held WestRock Company as of Q4 2018.

Based on L.J. Altfest & Co's 13F filing for Q4 2018, filed 15 Jan 2019.