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Rockefeller Financial Services’s Aecom ACM Stock Holding History

Rockefeller Financial Services’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-970
Closed -$30K – 462
2015
Q1 		$30K Buy
+970
New +$27.7K ﹤0.01% 436

Other funds holding ACM

Fidelity Investments
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Rockefeller Financial Services's ACM Position: Q2 2015 in Review

Rockefeller Financial Services sold out of Aecom (ACM) in Q2 2015, closing a stake of 970 shares — an estimated $30K sold.

Rockefeller Financial Services first reported a position in ACM in Q1 2015 and held it in 1 quarter. The position peaked at $30K in Q1 2015. 252 funds tracked by Wall St. Rank hold ACM as of Q2 2015.

  • Rockefeller Financial Services reported no remaining Aecom position as of Q2 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 970 Aecom shares in Q2 2015, an estimated $30K.
  • Rockefeller Financial Services first reported a position in Aecom in Q1 2015 and held it in 1 quarter.
  • Rockefeller Financial Services's Aecom position peaked at $30K in Q1 2015.
  • 252 funds tracked by Wall St. Rank held Aecom as of Q2 2015.

Based on Rockefeller Financial Services's 13F filing for Q2 2015, filed 14 Jul 2015.