KJWM
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Kiley Juergens Wealth Management’s Rockwell Automation ROK Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-148
Closed -$27K – 505
2018
Q3 		$27K Hold
148
– – 0.02% 318
2018
Q2 		$24K Buy
+148
New +$25.7K 0.02% 299
2018
Q1 		– Sell
-91
Closed -$18K – 488
2017
Q4 		$18K Buy
+91
New +$17.3K 0.02% 364

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kiley Juergens Wealth Management's ROK Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Rockwell Automation (ROK) in Q4 2018, closing a stake of 148 shares — an estimated $27K sold.

Kiley Juergens Wealth Management first reported a position in ROK in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q3 2018. 817 funds tracked by Wall St. Rank hold ROK as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Rockwell Automation position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 148 Rockwell Automation shares in Q4 2018, an estimated $27K.
  • Kiley Juergens Wealth Management first reported a position in Rockwell Automation in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Rockwell Automation position peaked at $27K in Q3 2018.
  • 817 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.