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Bellwether Investment Group’s Rockwell Automation ROK Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-148
Closed -$23K – 503
2017
Q1 		$23K Hold
148
– – 0.06% 272
2016
Q4 		$20K Buy
+148
New +$18.9K 0.02% 461
2016
Q2 		$17K Buy
+148
New +$17K 0.02% 347

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellwether Investment Group's ROK Position: Q2 2017 in Review

Bellwether Investment Group sold out of Rockwell Automation (ROK) in Q2 2017, closing a stake of 148 shares — an estimated $23K sold.

Bellwether Investment Group first reported a position in ROK in Q2 2016 and held it in 3 quarters. The position peaked at $23K in Q1 2017. 704 funds tracked by Wall St. Rank hold ROK as of Q2 2017.

  • Bellwether Investment Group reported no remaining Rockwell Automation position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 148 Rockwell Automation shares in Q2 2017, an estimated $23K.
  • Bellwether Investment Group first reported a position in Rockwell Automation in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Rockwell Automation position peaked at $23K in Q1 2017.
  • 704 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.