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Partner Investment Management’s Rockwell Automation ROK Stock Holding History

Partner Investment 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
2015
Q4 		– Sell
-6,400
Closed -$1K – 83
2015
Q3 		$1K Buy
+6,400
New +$725K ﹤0.01% 70

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Partner Investment Management's ROK Position: Q3 2013 in Review

Partner Investment Management sold out of Rockwell Automation (ROK) in Q3 2013, closing a stake of 103,647 shares — an estimated $8.62M sold.

Partner Investment Management first reported a position in ROK in Q2 2013 and held it in 1 quarter. The position peaked at $8.62M in Q2 2013. 525 funds tracked by Wall St. Rank hold ROK as of Q3 2013.

  • Partner Investment Management reported no remaining Rockwell Automation position as of Q3 2013 after selling out during the quarter.
  • Partner Investment Management sold 103,647 Rockwell Automation shares in Q3 2013, an estimated $8.62M.
  • Partner Investment Management first reported a position in Rockwell Automation in Q2 2013 and held it in 1 quarter.
  • Partner Investment Management's Rockwell Automation position peaked at $8.62M in Q2 2013.
  • 525 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2013.

Based on Partner Investment Management's 13F filing for Q3 2013, filed 14 Nov 2013.