RFS
ANSS

Rockefeller Financial Services’s Ansys ANSS Stock Holding History

Rockefeller Financial Services’s Portfolio ANSS Stock Details ANSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-216
Closed -$19K – 482
2016
Q1 		$19K Buy
+216
New +$18.6K ﹤0.01% 484
2015
Q2 		– Sell
-276
Closed -$24K – 467
2015
Q1 		$24K Buy
+276
New +$23.3K ﹤0.01% 447
2014
Q2 		– Sell
-1,100
Closed -$85K – 628
2014
Q1 		$85K Buy
+1,100
New +$89K ﹤0.01% 398

Other funds holding ANSS

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Ansys (ANSS) in Q2 2016, closing a stake of 216 shares — an estimated $19K sold.

Rockefeller Financial Services first reported a position in ANSS in Q1 2014 and held it in 3 quarters. The position peaked at $85K in Q1 2014. 409 funds tracked by Wall St. Rank hold ANSS as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Ansys position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 216 Ansys shares in Q2 2016, an estimated $19K.
  • Rockefeller Financial Services first reported a position in Ansys in Q1 2014 and held it in 3 quarters.
  • Rockefeller Financial Services's Ansys position peaked at $85K in Q1 2014.
  • 409 funds tracked by Wall St. Rank held Ansys as of Q2 2016.

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