NEXT Financial Holdings’s Rockwell Automation ROK Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$60K	Buy	+340	New	+$57.8K	0.02%	680

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

NEXT Financial Holdings's ROK Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Rockwell Automation (ROK) in Q1 2019: 340 shares worth $60K. The stake represents 0.02% of the portfolio and ranks #680 among its holdings.

820 funds tracked by Wall St. Rank hold ROK as of Q1 2019.

NEXT Financial Holdings held 340 shares of Rockwell Automation worth $60K as of Q1 2019.
Rockwell Automation was a new NEXT Financial Holdings position in Q1 2019.
Rockwell Automation made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #680 holding.
820 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.