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MYCIO Wealth Partners’s Rockwell Automation ROK Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-100
Closed -$12K – 561
2016
Q3 		$12K Buy
100
+87
+669% +$10.2K ﹤0.01% 544
2016
Q2 		$1K Buy
+13
New +$1.49K ﹤0.01% 1019

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MYCIO Wealth Partners's ROK Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Rockwell Automation (ROK) in Q4 2016, closing a stake of 100 shares — an estimated $12K sold.

MYCIO Wealth Partners first reported a position in ROK in Q2 2016 and held it in 2 quarters. The position peaked at $12K in Q3 2016. 656 funds tracked by Wall St. Rank hold ROK as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Rockwell Automation position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 100 Rockwell Automation shares in Q4 2016, an estimated $12K.
  • MYCIO Wealth Partners first reported a position in Rockwell Automation in Q2 2016 and held it in 2 quarters.
  • MYCIO Wealth Partners's Rockwell Automation position peaked at $12K in Q3 2016.
  • 656 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.