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Selz Capital’s Rockwell Automation ROK Stock Holding History

Selz Capital’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
Q2 		– Sell
-88,235
Closed -$15.4M – 70
2018
Q1 		$15.4M Buy
88,235
+6,000
+7% +$1.14M 2.37% 14
2017
Q4 		$16.1M Buy
+82,235
New +$15.7M 2.39% 18

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 $20.5B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Selz Capital's ROK Position: Q2 2018 in Review

Selz Capital sold out of Rockwell Automation (ROK) in Q2 2018, closing a stake of 88,235 shares — an estimated $15.4M sold.

Selz Capital first reported a position in ROK in Q4 2017 and held it in 2 quarters. The position peaked at $16.1M in Q4 2017. 801 funds tracked by Wall St. Rank hold ROK as of Q2 2018.

  • Selz Capital reported no remaining Rockwell Automation position as of Q2 2018 after selling out during the quarter.
  • Selz Capital sold 88,235 Rockwell Automation shares in Q2 2018, an estimated $15.4M.
  • Selz Capital first reported a position in Rockwell Automation in Q4 2017 and held it in 2 quarters.
  • Selz Capital's Rockwell Automation position peaked at $16.1M in Q4 2017.
  • 801 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2018.

Based on Selz Capital's 13F filing for Q2 2018, filed 17 Jul 2018.