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Rockefeller Financial Services’s Appian APPN Stock Holding History

Rockefeller Financial Services’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$420K Buy
+13,349
New +$309K 0.01% 294

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Rockefeller Financial Services opened a new position in Appian (APPN) in Q4 2017: 13,349 shares worth $420K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

57 funds tracked by Wall St. Rank hold APPN as of Q4 2017.

  • Rockefeller Financial Services held 13,349 shares of Appian worth $420K as of Q4 2017.
  • Appian was a new Rockefeller Financial Services position in Q4 2017.
  • Appian made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #294 holding.
  • 57 funds tracked by Wall St. Rank held Appian as of Q4 2017.

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