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Alera Investment Advisors’s Rockwell Automation ROK Stock Holding History

Alera Investment Advisors’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-23
Closed -$4K – 808
2019
Q1 		$4K Sell
23
-42
-65% -$7.14K ﹤0.01% 693
2018
Q4 		$10K Buy
+65
New +$10.8K 0.01% 434

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alera Investment Advisors's ROK Position: Q2 2019 in Review

Alera Investment Advisors sold out of Rockwell Automation (ROK) in Q2 2019, closing a stake of 23 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in ROK in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 805 funds tracked by Wall St. Rank hold ROK as of Q2 2019.

  • Alera Investment Advisors reported no remaining Rockwell Automation position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 23 Rockwell Automation shares in Q2 2019, an estimated $4K.
  • Alera Investment Advisors first reported a position in Rockwell Automation in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Rockwell Automation position peaked at $10K in Q4 2018.
  • 805 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.