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

Mariner Wealth Advisors (NYC)’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 Q1	$61K	Buy	+526	New	+$59.1K	0.03%	136

Other funds holding ROK

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $23.8B AUM 34.25% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s ROK Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Rockwell Automation (ROK) in Q1 2015: 526 shares worth $61K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings.

568 funds tracked by Wall St. Rank hold ROK as of Q1 2015.

Mariner Wealth Advisors (NYC) held 526 shares of Rockwell Automation worth $61K as of Q1 2015.
Rockwell Automation was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Rockwell Automation made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #136 holding.
568 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.