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YorkBridge Wealth Partners’s Rockwell Automation ROK Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-97
Closed -$18K – 763
2018
Q3 		$18K Hold
97
– – 0.01% 545
2018
Q2 		$16K Hold
97
– – 0.01% 577
2018
Q1 		$17K Hold
97
– – 0.01% 565
2017
Q4 		$18K Sell
97
-22
-18% -$4.19K 0.01% 552
2017
Q3 		$21K Hold
119
– – 0.01% 517
2017
Q2 		$19K Hold
119
– – 0.01% 526
2017
Q1 		$19K Hold
119
– – 0.01% 520
2016
Q4 		$16K Buy
+119
New +$15.2K 0.01% 499

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's ROK Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Rockwell Automation (ROK) in Q4 2018, closing a stake of 97 shares — an estimated $18K sold.

YorkBridge Wealth Partners first reported a position in ROK in Q4 2016 and held it in 8 quarters. The position peaked at $21K in Q3 2017. 817 funds tracked by Wall St. Rank hold ROK as of Q4 2018.

  • YorkBridge Wealth Partners reported no remaining Rockwell Automation position as of Q4 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 97 Rockwell Automation shares in Q4 2018, an estimated $18K.
  • YorkBridge Wealth Partners first reported a position in Rockwell Automation in Q4 2016 and held it in 8 quarters.
  • YorkBridge Wealth Partners's Rockwell Automation position peaked at $21K in Q3 2017.
  • 817 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.