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Rockwell Automation shares owned by Planning Solutions Group

Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Planning Solutions Group from 13F filings

Historical chart of Planning Solutions Group investment in Rockwell Automation

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All positions including Rockwell Automation held by Planning Solutions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rockwell Automation by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $473k 2.9k 163.84
2019-03-31 $507k 2.9k 175.61
2018-12-31 $434k 2.9k 150.33

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SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
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BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding Rockwell Automation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
UBS Group
Charles Schwab Investment Management
Northern Trust
Lazard Asset Management
Invesco
Ubs Global Asset Management Americas
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Holocene Advisors

View all funds holding Rockwell Automation