Midas Management’s Rockwell Automation ROK Stock Holding History

Midas Management’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
2017 Q1	–	Sell	-10,300	Closed	-$1.38M	–	156
2016 Q4	$1.38M	Hold	10,300	–	–	0.65%	78
2016 Q3	$1.26M	Hold	10,300	–	–	0.77%	59
2016 Q2	$1.18M	Hold	10,300	–	–	0.67%	65
2016 Q1	$1.17M	Buy	+10,300	New	+$1.04M	0.61%	75
2013 Q4	–	Sell	-10,700	Closed	-$1.14M	–	171
2013 Q3	$1.14M	Hold	10,700	–	–	0.73%	60
2013 Q2	$890K	Buy	+10,700	New	+$924K	0.59%	86

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Midas Management's ROK Position: Q1 2017 in Review

Midas Management sold out of Rockwell Automation (ROK) in Q1 2017, closing a stake of 10,300 shares — an estimated $1.38M sold.

Midas Management first reported a position in ROK in Q2 2013 and held it in 6 quarters. The position peaked at $1.38M in Q4 2016. 691 funds tracked by Wall St. Rank hold ROK as of Q1 2017.

Midas Management reported no remaining Rockwell Automation position as of Q1 2017 after selling out during the quarter.
Midas Management sold 10,300 Rockwell Automation shares in Q1 2017, an estimated $1.38M.
Midas Management first reported a position in Rockwell Automation in Q2 2013 and held it in 6 quarters.
Midas Management's Rockwell Automation position peaked at $1.38M in Q4 2016.
691 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2017.

Based on Midas Management's 13F filing for Q1 2017, filed 24 Apr 2017.