United Bank (West Virginia)’s Rockwell Automation ROK Stock Holding History

United Bank (West Virginia)’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 Q3	$934K	Hold	5,245	–	–	0.37%	44
2017 Q2	$850K	Buy	5,245 +324	+7%	+$51.1K	0.36%	47
2017 Q1	$766K	Buy	4,921 +146	+3%	+$21.8K	0.33%	49
2016 Q4	$642K	Buy	4,775 +176	+4%	+$22.5K	0.28%	51
2016 Q3	$563K	Buy	4,599 +287	+7%	+$33.6K	0.26%	52
2016 Q2	$495K	Hold	4,312	–	–	0.23%	57
2016 Q1	$491K	Hold	4,312	–	–	0.22%	60
2015 Q4	$443K	Hold	4,312	–	–	0.21%	55
2015 Q3	$438K	Sell	4,312 -1,826	-30%	-$207K	0.23%	52
2015 Q2	$765K	Buy	6,138 +1,822	+42%	+$219K	0.34%	38
2015 Q1	$501K	Sell	4,316 -4,029	-48%	-$453K	0.21%	50
2014 Q4	$928K	Hold	8,345	–	–	0.34%	42
2014 Q3	$916K	Hold	8,345	–	–	0.35%	44
2014 Q2	$1.04M	Buy	8,345 +3,250	+64%	+$400K	0.39%	40
2014 Q1	$635K	Buy	5,095 +159	+3%	+$18.9K	0.25%	47
2013 Q4	$583K	Buy	4,936 +725	+17%	+$80.6K	0.23%	50
2013 Q3	$450K	Hold	4,211	–	–	0.19%	55
2013 Q2	$350K	Buy	+4,211	New	+$364K	0.16%	62

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Bank (West Virginia)'s ROK Position: Q3 2017 in Review

United Bank (West Virginia) held its Rockwell Automation (ROK) position steady in Q3 2017 at 5,245 shares worth $934K. The position accounts for 0.37% of the portfolio, ranked #44.

United Bank (West Virginia) first reported a position in ROK in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.04M in Q2 2014. 715 funds tracked by Wall St. Rank hold ROK as of Q3 2017.

United Bank (West Virginia) held 5,245 shares of Rockwell Automation worth $934K as of Q3 2017.
United Bank (West Virginia) left its Rockwell Automation share count unchanged in Q3 2017.
Rockwell Automation made up 0.37% of United Bank (West Virginia)'s portfolio in Q3 2017, its #44 holding.
United Bank (West Virginia) first reported a position in Rockwell Automation in Q2 2013 and has held it in 18 quarters since.
United Bank (West Virginia)'s Rockwell Automation position peaked at $1.04M in Q2 2014.
715 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.