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Godshalk Welsh Capital Management’s Rockwell Automation ROK Stock Holding History

Godshalk Welsh Capital 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
2015
Q1 		– Sell
-400
Closed -$44K – 210
2014
Q4 		$44K Buy
+400
New +$43.9K 0.04% 207

Other funds holding ROK

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Godshalk Welsh Capital Management's ROK Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Rockwell Automation (ROK) in Q1 2015, closing a stake of 400 shares — an estimated $44K sold.

Godshalk Welsh Capital Management first reported a position in ROK in Q4 2014 and held it in 1 quarter. The position peaked at $44K in Q4 2014. 567 funds tracked by Wall St. Rank hold ROK as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Rockwell Automation position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 400 Rockwell Automation shares in Q1 2015, an estimated $44K.
  • Godshalk Welsh Capital Management first reported a position in Rockwell Automation in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Rockwell Automation position peaked at $44K in Q4 2014.
  • 567 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.