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Oak Point Wealth Management’s Rockwell Automation ROK Stock Holding History

Oak Point Wealth 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
2018
Q1 		$208K Hold
1,228
– – 0.21% 97
2017
Q4 		$241K Buy
+1,228
New +$234K 0.24% 93

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Point Wealth Management's ROK Position: Q1 2018 in Review

Oak Point Wealth Management held its Rockwell Automation (ROK) position steady in Q1 2018 at 1,228 shares worth $208K. The position accounts for 0.21% of the portfolio, ranked #97.

Oak Point Wealth Management first reported a position in ROK in Q4 2017 and has held it in 2 quarters since. The position peaked at $241K in Q4 2017. 794 funds tracked by Wall St. Rank hold ROK as of Q1 2018.

  • Oak Point Wealth Management held 1,228 shares of Rockwell Automation worth $208K as of Q1 2018.
  • Oak Point Wealth Management left its Rockwell Automation share count unchanged in Q1 2018.
  • Rockwell Automation made up 0.21% of Oak Point Wealth Management's portfolio in Q1 2018, its #97 holding.
  • Oak Point Wealth Management first reported a position in Rockwell Automation in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Rockwell Automation position peaked at $241K in Q4 2017.
  • 794 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.