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LifePlan Financial Group’s Rockwell Automation ROK Stock Holding History

LifePlan Financial Group’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
-18
Closed -$3K – 557
2018
Q3 		$3K Hold
18
– – ﹤0.01% 485
2018
Q2 		$3K Sell
18
-6
-25% -$1.04K ﹤0.01% 470
2018
Q1 		$4K Buy
+24
New +$4.55K ﹤0.01% 434

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

LifePlan Financial Group's ROK Position: Q4 2018 in Review

LifePlan Financial Group sold out of Rockwell Automation (ROK) in Q4 2018, closing a stake of 18 shares — an estimated $3K sold.

LifePlan Financial Group first reported a position in ROK in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2018. 817 funds tracked by Wall St. Rank hold ROK as of Q4 2018.

  • LifePlan Financial Group reported no remaining Rockwell Automation position as of Q4 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 18 Rockwell Automation shares in Q4 2018, an estimated $3K.
  • LifePlan Financial Group first reported a position in Rockwell Automation in Q1 2018 and held it in 3 quarters.
  • LifePlan Financial Group's Rockwell Automation position peaked at $4K in Q1 2018.
  • 817 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.