Rockefeller Financial Services’s AtriCure ATRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-10,940	Closed	-$245K	–	520
2017 Q3	$245K	Sell	10,940 -826	-7%	-$18.7K	﹤0.01%	318
2017 Q2	$285K	Hold	11,766	–	–	0.01%	271
2017 Q1	$225K	Buy	11,766 +7,637	+185%	+$134K	﹤0.01%	301
2016 Q4	$81K	Sell	4,129 -12,351	-75%	-$224K	﹤0.01%	389
2016 Q3	$261K	Hold	16,480	–	–	0.01%	291
2016 Q2	$233K	Hold	16,480	–	–	﹤0.01%	313
2016 Q1	$277K	Sell	16,480 -1,475	-8%	-$26K	0.01%	298
2015 Q4	$403K	Buy	17,955 +6,346	+55%	+$131K	0.01%	275
2015 Q3	$254K	Buy	11,609 +5,948	+105%	+$149K	0.01%	310
2015 Q2	$139K	Buy	+5,661	New	+$126K	﹤0.01%	343

Other funds holding ATRC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Rockefeller Financial Services sold out of AtriCure (ATRC) in Q4 2017, closing a stake of 10,940 shares — an estimated $245K sold.

Rockefeller Financial Services first reported a position in ATRC in Q2 2015 and held it in 10 quarters. The position peaked at $403K in Q4 2015. 109 funds tracked by Wall St. Rank hold ATRC as of Q4 2017.

Rockefeller Financial Services reported no remaining AtriCure position as of Q4 2017 after selling out during the quarter.
Rockefeller Financial Services sold 10,940 AtriCure shares in Q4 2017, an estimated $245K.
Rockefeller Financial Services first reported a position in AtriCure in Q2 2015 and held it in 10 quarters.
Rockefeller Financial Services's AtriCure position peaked at $403K in Q4 2015.
109 funds tracked by Wall St. Rank held AtriCure as of Q4 2017.

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