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R&F Capital Advisors’s Rockwell Automation ROK Stock Holding History

R&F Capital Advisors’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 		$781K Buy
+5,013
New +$749K 0.2% 142

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

R&F Capital Advisors's ROK Position: Q1 2017 in Review

R&F Capital Advisors opened a new position in Rockwell Automation (ROK) in Q1 2017: 5,013 shares worth $781K. The stake represents 0.2% of the portfolio and ranks #142 among its holdings.

692 funds tracked by Wall St. Rank hold ROK as of Q1 2017.

  • R&F Capital Advisors held 5,013 shares of Rockwell Automation worth $781K as of Q1 2017.
  • Rockwell Automation was a new R&F Capital Advisors position in Q1 2017.
  • Rockwell Automation made up 0.2% of R&F Capital Advisors's portfolio in Q1 2017, its #142 holding.
  • 692 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.