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Simply Money Advisors’s Rockwell Automation ROK Stock Holding History

Simply Money 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
2013
Q4 		– Sell
-302
Closed -$32K – 132
2013
Q3 		$32K Hold
302
– – 0.01% 36
2013
Q2 		$25K Buy
+302
New +$26.1K ﹤0.01% 99

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simply Money Advisors's ROK Position: Q4 2013 in Review

Simply Money Advisors sold out of Rockwell Automation (ROK) in Q4 2013, closing a stake of 302 shares — an estimated $32K sold.

Simply Money Advisors first reported a position in ROK in Q2 2013 and held it in 2 quarters. The position peaked at $32K in Q3 2013. 572 funds tracked by Wall St. Rank hold ROK as of Q4 2013.

  • Simply Money Advisors reported no remaining Rockwell Automation position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 302 Rockwell Automation shares in Q4 2013, an estimated $32K.
  • Simply Money Advisors first reported a position in Rockwell Automation in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Rockwell Automation position peaked at $32K in Q3 2013.
  • 572 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.