AFNAS
ROK icon

American Financial Network Advisory Services’s Rockwell Automation ROK Stock Holding History

American Financial Network Advisory Services’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
2018
Q1 		– Sell
-540
Closed -$106K – 487
2017
Q4 		$106K Hold
540
– – 0.04% 258
2017
Q3 		$96K Buy
+540
New +$89.9K 0.04% 279

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Financial Network Advisory Services's ROK Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of Rockwell Automation (ROK) in Q1 2018, closing a stake of 540 shares — an estimated $106K sold.

American Financial Network Advisory Services first reported a position in ROK in Q3 2017 and held it in 2 quarters. The position peaked at $106K in Q4 2017. 794 funds tracked by Wall St. Rank hold ROK as of Q1 2018.

  • American Financial Network Advisory Services reported no remaining Rockwell Automation position as of Q1 2018 after selling out during the quarter.
  • American Financial Network Advisory Services sold 540 Rockwell Automation shares in Q1 2018, an estimated $106K.
  • American Financial Network Advisory Services first reported a position in Rockwell Automation in Q3 2017 and held it in 2 quarters.
  • American Financial Network Advisory Services's Rockwell Automation position peaked at $106K in Q4 2017.
  • 794 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.