Mariner Wealth Advisors (Cincinnati)’s Rockwell Automation ROK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$21.3M	Buy	113,579 +7,026	+7%	+$1.26M	1.18%	28
2018 Q2	$17.7M	Buy	106,553 +7,488	+8%	+$1.3M	1.05%	36
2018 Q1	$17.3M	Buy	99,065 +97,965	+8,906%	+$18.6M	1.06%	37
2017 Q4	$216K	Buy	+1,100	New	+$210K	0.01%	262

Other funds holding ROK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s ROK Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Rockwell Automation (ROK) stake by 6.6% in Q3 2018, buying an estimated $1.26M and bringing the position to 113,579 shares worth $21.3M. The position accounts for 1.18% of the portfolio, ranked #28.

Mariner Wealth Advisors (Cincinnati) first reported a position in ROK in Q4 2017 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold ROK as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 113,579 shares of Rockwell Automation worth $21.3M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 7,026 Rockwell Automation shares in Q3 2018, an estimated $1.26M.
Rockwell Automation made up 1.18% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #28 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Rockwell Automation in Q4 2017 and has held it in 4 quarters since.
816 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.