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Rockefeller Financial Services’s Artisan Partners APAM Stock Holding History

Rockefeller Financial Services’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-153
Closed -$5K – 483
2016
Q1 		$5K Buy
+153
New +$4.47K ﹤0.01% 562

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Fuller & Thaler Asset Management
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Fisher Asset Management
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BAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Artisan Partners (APAM) in Q2 2016, closing a stake of 153 shares — an estimated $5K sold.

Rockefeller Financial Services first reported a position in APAM in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 170 funds tracked by Wall St. Rank hold APAM as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Artisan Partners position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 153 Artisan Partners shares in Q2 2016, an estimated $5K.
  • Rockefeller Financial Services first reported a position in Artisan Partners in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Artisan Partners position peaked at $5K in Q1 2016.
  • 170 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2016.

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