Rockefeller Financial Services’s Air Products & Chemicals APD Stock Holding History

Rockefeller Financial Services’s Portfolio APD Stock Details APD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$422K	Hold	2,570	–	–	0.01%	293
2017 Q3	$389K	Sell	2,570 -430	-14%	-$63K	0.01%	280
2017 Q2	$429K	Hold	3,000	–	–	0.01%	240
2017 Q1	$406K	Sell	3,000 -80	-3%	-$11.3K	0.01%	258
2016 Q4	$443K	Sell	3,080 -163	-5%	-$22.8K	0.01%	263
2016 Q3	$451K	Hold	3,243	–	–	0.01%	250
2016 Q2	$426K	Hold	3,243	–	–	0.01%	265
2016 Q1	$432K	Hold	3,243	–	–	0.01%	264
2015 Q4	$390K	Hold	3,243	–	–	0.01%	278
2015 Q3	$383K	Hold	3,243	–	–	0.01%	275
2015 Q2	$410K	Hold	3,243	–	–	0.01%	257
2015 Q1	$454K	Hold	3,243	–	–	0.01%	255
2014 Q4	$433K	Hold	3,243	–	–	0.01%	248
2014 Q3	$391K	Sell	3,243 -222	-6%	-$27.1K	0.01%	269
2014 Q2	$412K	Buy	3,465 +222	+7%	+$24.8K	0.01%	281
2014 Q1	$357K	Hold	3,243	–	–	0.01%	285
2013 Q4	$335K	Sell	3,243 -649	-17%	-$65.4K	0.01%	302
2013 Q3	$384K	Hold	3,892	–	–	0.01%	288
2013 Q2	$330K	Buy	+3,892	New	+$327K	0.01%	286

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Financial Services's APD Position: Q4 2017 in Review

Rockefeller Financial Services held its Air Products & Chemicals (APD) position steady in Q4 2017 at 2,570 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #293.

Rockefeller Financial Services first reported a position in APD in Q2 2013 and has held it in 19 quarters since. The position peaked at $454K in Q1 2015. 1,009 funds tracked by Wall St. Rank hold APD as of Q4 2017.

Rockefeller Financial Services held 2,570 shares of Air Products & Chemicals worth $422K as of Q4 2017.
Rockefeller Financial Services left its Air Products & Chemicals share count unchanged in Q4 2017.
Air Products & Chemicals made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #293 holding.
Rockefeller Financial Services first reported a position in Air Products & Chemicals in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Air Products & Chemicals position peaked at $454K in Q1 2015.
1,009 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.