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Rockefeller Financial Services’s Autodesk ADSK Stock Holding History

Rockefeller Financial Services’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,107
Closed -$65K – 474
2016
Q1 		$65K Buy
+1,107
New +$57.7K ﹤0.01% 403

Other funds holding ADSK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rockefeller Financial Services's ADSK Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Autodesk (ADSK) in Q2 2016, closing a stake of 1,107 shares — an estimated $65K sold.

Rockefeller Financial Services first reported a position in ADSK in Q1 2016 and held it in 1 quarter. The position peaked at $65K in Q1 2016. 436 funds tracked by Wall St. Rank hold ADSK as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Autodesk position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,107 Autodesk shares in Q2 2016, an estimated $65K.
  • Rockefeller Financial Services first reported a position in Autodesk in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Autodesk position peaked at $65K in Q1 2016.
  • 436 funds tracked by Wall St. Rank held Autodesk as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.