Secor Capital Advisors’s Rockwell Automation ROK Stock Holding History

Secor 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
2019 Q1	–	Sell	-2,156	Closed	-$324K	–	551
2018 Q4	$324K	Buy	+2,156	New	+$360K	0.04%	363
2016 Q2	–	Sell	-13,279	Closed	-$1.51M	–	681
2016 Q1	$1.51M	Buy	+13,279	New	+$1.35M	0.21%	100
2014 Q1	–	Sell	-21,376	Closed	-$2.53M	–	365
2013 Q4	$2.53M	Buy	+21,376	New	+$2.38M	1.01%	3

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

Secor Capital Advisors's ROK Position: Q1 2019 in Review

Secor Capital Advisors sold out of Rockwell Automation (ROK) in Q1 2019, closing a stake of 2,156 shares — an estimated $324K sold.

Secor Capital Advisors first reported a position in ROK in Q4 2013 and held it in 3 quarters. The position peaked at $2.53M in Q4 2013. 820 funds tracked by Wall St. Rank hold ROK as of Q1 2019.

Secor Capital Advisors reported no remaining Rockwell Automation position as of Q1 2019 after selling out during the quarter.
Secor Capital Advisors sold 2,156 Rockwell Automation shares in Q1 2019, an estimated $324K.
Secor Capital Advisors first reported a position in Rockwell Automation in Q4 2013 and held it in 3 quarters.
Secor Capital Advisors's Rockwell Automation position peaked at $2.53M in Q4 2013.
820 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2019.

Based on Secor Capital Advisors's 13F filing for Q1 2019, filed 15 May 2019.