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Legacy Financial Advisors’s Rockwell Automation ROK Stock Holding History

Legacy 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
2019
Q2 		– Sell
-78
Closed -$14K – 733
2019
Q1 		$14K Buy
78
+7
+10% +$1.19K ﹤0.01% 544
2018
Q4 		$11K Buy
71
+7
+11% +$1.17K ﹤0.01% 548
2018
Q3 		$12K Hold
64
– – ﹤0.01% 476
2018
Q2 		$11K Hold
64
– – ﹤0.01% 502
2018
Q1 		$11K Hold
64
– – ﹤0.01% 456
2017
Q4 		$12K Buy
+64
New +$12.2K ﹤0.01% 440

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's ROK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Rockwell Automation (ROK) in Q2 2019, closing a stake of 78 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in ROK in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q1 2019. 805 funds tracked by Wall St. Rank hold ROK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Rockwell Automation position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 78 Rockwell Automation shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Rockwell Automation in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Rockwell Automation position peaked at $14K in Q1 2019.
  • 805 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.