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Rockefeller Financial Services’s Applied Materials AMAT Stock Holding History

Rockefeller Financial Services’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-955
Closed -$22K – 486
2014
Q2 		$22K Buy
+955
New +$19.5K ﹤0.01% 461

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WRF
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T. Rowe Price Associates
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Invesco
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Harris Associates
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rockefeller Financial Services's AMAT Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Applied Materials (AMAT) in Q3 2014, closing a stake of 955 shares — an estimated $22K sold.

Rockefeller Financial Services first reported a position in AMAT in Q2 2014 and held it in 1 quarter. The position peaked at $22K in Q2 2014. 654 funds tracked by Wall St. Rank hold AMAT as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Applied Materials position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 955 Applied Materials shares in Q3 2014, an estimated $22K.
  • Rockefeller Financial Services first reported a position in Applied Materials in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Applied Materials position peaked at $22K in Q2 2014.
  • 654 funds tracked by Wall St. Rank held Applied Materials as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.