Clarfeld Financial Advisors’s Rockwell Automation ROK Stock Holding History

Clarfeld Financial 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
2018 Q4	$2K	Buy	+16	New	+$2.67K	﹤0.01%	467

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Clarfeld Financial Advisors's ROK Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Rockwell Automation (ROK) in Q4 2018: 16 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

818 funds tracked by Wall St. Rank hold ROK as of Q4 2018.

Clarfeld Financial Advisors held 16 shares of Rockwell Automation worth $2K as of Q4 2018.
Rockwell Automation was a new Clarfeld Financial Advisors position in Q4 2018.
Rockwell Automation made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #467 holding.
818 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.