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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 $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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 793 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.
  • 793 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.