MSA
ROK icon

Marino Stram & Associates’s Rockwell Automation ROK Stock Holding History

Marino Stram & Associates’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
-19
Closed -$4K – 656
2018
Q3 		$4K Hold
19
– – ﹤0.01% 368
2018
Q2 		$3K Sell
19
-18
-49% -$3.13K ﹤0.01% 386
2018
Q1 		$6K Hold
37
– – 0.01% 368
2017
Q4 		$7K Buy
+37
New +$7.05K 0.01% 346

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

Marino Stram & Associates's ROK Position: Q4 2018 in Review

Marino Stram & Associates sold out of Rockwell Automation (ROK) in Q4 2018, closing a stake of 19 shares — an estimated $4K sold.

Marino Stram & Associates first reported a position in ROK in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2017. 817 funds tracked by Wall St. Rank hold ROK as of Q4 2018.

  • Marino Stram & Associates reported no remaining Rockwell Automation position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 19 Rockwell Automation shares in Q4 2018, an estimated $4K.
  • Marino Stram & Associates first reported a position in Rockwell Automation in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Rockwell Automation position peaked at $7K in Q4 2017.
  • 817 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.