WAS
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Winch Advisory Services’s Rockwell Automation ROK Stock Holding History

Winch Advisory Services’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
-9,008
Closed -$1.57M – 362
2018
Q1 		$1.57M Buy
9,008
+1,647
+22% +$313K 0.92% 34
2017
Q4 		$1.45M Buy
7,361
+241
+3% +$45.9K 0.87% 34
2017
Q3 		$1.27M Buy
7,120
+138
+2% +$23K 0.83% 33
2017
Q2 		$1.13M Buy
6,982
+51
+0.7% +$8.04K 0.71% 42
2017
Q1 		$1.08M Buy
6,931
+769
+12% +$115K 0.68% 41
2016
Q4 		$828K Buy
6,162
+3,182
+107% +$406K 0.57% 42
2016
Q3 		$365K Buy
+2,980
New +$348K 0.3% 55

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