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Braver Wealth Management’s Rockwell Automation ROK Stock Holding History

Braver Wealth Management’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
2016
Q4 		$240K Buy
+1,783
New +$228K 0.04% 140

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Braver Wealth Management's ROK Position: Q4 2016 in Review

Braver Wealth Management opened a new position in Rockwell Automation (ROK) in Q4 2016: 1,783 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings.

656 funds tracked by Wall St. Rank hold ROK as of Q4 2016.

  • Braver Wealth Management held 1,783 shares of Rockwell Automation worth $240K as of Q4 2016.
  • Rockwell Automation was a new Braver Wealth Management position in Q4 2016.
  • Rockwell Automation made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #140 holding.
  • 656 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.