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Madden Advisory Services’s Rockwell Automation ROK Stock Holding History

Madden Advisory 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
2015
Q4 		– Sell
-50
Closed -$5K – 239
2015
Q3 		$5K Hold
50
– – ﹤0.01% 255
2015
Q2 		$6K Buy
+50
New +$6.02K ﹤0.01% 245

Other funds holding ROK

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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 $20.5B AUM 26.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Madden Advisory Services's ROK Position: Q4 2015 in Review

Madden Advisory Services sold out of Rockwell Automation (ROK) in Q4 2015, closing a stake of 50 shares — an estimated $5K sold.

Madden Advisory Services first reported a position in ROK in Q2 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 600 funds tracked by Wall St. Rank hold ROK as of Q4 2015.

  • Madden Advisory Services reported no remaining Rockwell Automation position as of Q4 2015 after selling out during the quarter.
  • Madden Advisory Services sold 50 Rockwell Automation shares in Q4 2015, an estimated $5K.
  • Madden Advisory Services first reported a position in Rockwell Automation in Q2 2015 and held it in 2 quarters.
  • Madden Advisory Services's Rockwell Automation position peaked at $6K in Q2 2015.
  • 600 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.