Clear Perspective Advisors’s Rockwell Automation ROK Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-375	Closed	-$61K	–	183
2019 Q2	$61K	Buy	+375	New	+$63.4K	0.04%	172
2018 Q3	–	Sell	-375	Closed	-$62K	–	374
2018 Q2	$62K	Hold	375	–	–	0.04%	232
2018 Q1	$65K	Hold	375	–	–	0.05%	223
2017 Q4	$74K	Hold	375	–	–	0.06%	212
2017 Q3	$67K	Hold	375	–	–	0.05%	211
2017 Q2	$61K	Hold	375	–	–	0.05%	203
2017 Q1	$58K	Hold	375	–	–	0.04%	202
2016 Q4	$50K	Buy	+375	New	+$47.9K	0.03%	203

Other funds holding ROK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Clear Perspective Advisors's ROK Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Rockwell Automation (ROK) in Q3 2019, closing a stake of 375 shares — an estimated $61K sold.

Clear Perspective Advisors first reported a position in ROK in Q4 2016 and held it in 8 quarters. The position peaked at $74K in Q4 2017. 757 funds tracked by Wall St. Rank hold ROK as of Q3 2019.

Clear Perspective Advisors reported no remaining Rockwell Automation position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 375 Rockwell Automation shares in Q3 2019, an estimated $61K.
Clear Perspective Advisors first reported a position in Rockwell Automation in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's Rockwell Automation position peaked at $74K in Q4 2017.
757 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.