RIA
RKT

Regal Investment Advisors’s ROCK-TENN COMPANY CL-A RKT Stock Holding History

Regal Investment Advisors’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2
Closed – – 1016
2013
Q3 		$0 Hold
2
– – ﹤0.01% 975
2013
Q2 		$0 Buy
+2
New +$98 ﹤0.01% 912

Other funds holding RKT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Regal Investment Advisors's RKT Position: Q4 2013 in Review

Regal Investment Advisors sold out of ROCK-TENN COMPANY CL-A (RKT) in Q4 2013, closing a stake of 2 shares.

Regal Investment Advisors first reported a position in RKT in Q2 2013 and held it in 2 quarters. The position peaked at $0 in Q3 2013. 369 funds tracked by Wall St. Rank hold RKT as of Q4 2013.

  • Regal Investment Advisors reported no remaining ROCK-TENN COMPANY CL-A position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 2 ROCK-TENN COMPANY CL-A shares in Q4 2013.
  • Regal Investment Advisors first reported a position in ROCK-TENN COMPANY CL-A in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's ROCK-TENN COMPANY CL-A position peaked at $0 in Q3 2013.
  • 369 funds tracked by Wall St. Rank held ROCK-TENN COMPANY CL-A as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.