RFS
AL

Rockefeller Financial Services’s Air Lease Corp AL Stock Holding History

Rockefeller Financial Services’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,000
Closed -$481K – 466
2016
Q4 		$481K Buy
+14,000
New +$461K 0.01% 253

Other funds holding AL

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Rockefeller Financial Services's AL Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Air Lease Corp (AL) in Q1 2017, closing a stake of 14,000 shares — an estimated $481K sold.

Rockefeller Financial Services first reported a position in AL in Q4 2016 and held it in 1 quarter. The position peaked at $481K in Q4 2016. 249 funds tracked by Wall St. Rank hold AL as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Air Lease Corp position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 14,000 Air Lease Corp shares in Q1 2017, an estimated $481K.
  • Rockefeller Financial Services first reported a position in Air Lease Corp in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Air Lease Corp position peaked at $481K in Q4 2016.
  • 249 funds tracked by Wall St. Rank held Air Lease Corp as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.