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Gary Goldberg Planning Services’s Rockwell Automation ROK Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$89K Hold
800
– – 0.04% 162
2014
Q3 		$88K Buy
+800
New +$94K 0.04% 167

Other funds holding ROK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gary Goldberg Planning Services's ROK Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Rockwell Automation (ROK) position steady in Q4 2014 at 800 shares worth $89K. The position accounts for 0.04% of the portfolio, ranked #162.

Gary Goldberg Planning Services first reported a position in ROK in Q3 2014 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold ROK as of Q4 2014.

  • Gary Goldberg Planning Services held 800 shares of Rockwell Automation worth $89K as of Q4 2014.
  • Gary Goldberg Planning Services left its Rockwell Automation share count unchanged in Q4 2014.
  • Rockwell Automation made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #162 holding.
  • Gary Goldberg Planning Services first reported a position in Rockwell Automation in Q3 2014 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.