RFS
AVNS

Rockefeller Financial Services’s Avanos Medical AVNS Stock Holding History

Rockefeller Financial Services’s Portfolio AVNS Stock Details AVNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,897
Closed -$70K – 469
2016
Q4 		$70K Sell
1,897
-2,494
-57% -$89.1K ﹤0.01% 402
2016
Q3 		$152K Hold
4,391
– – ﹤0.01% 323
2016
Q2 		$143K Sell
4,391
-31
-0.7% -$950 ﹤0.01% 338
2016
Q1 		$127K Sell
4,422
-4,454
-50% -$119K ﹤0.01% 351
2015
Q4 		$297K Hold
8,876
– – 0.01% 304
2015
Q3 		$252K Buy
8,876
+2,022
+30% +$70.5K 0.01% 312
2015
Q2 		$278K Buy
6,854
+1,456
+27% +$65.4K 0.01% 288
2015
Q1 		$266K Buy
5,398
+5,367
+17,313% +$249K 0.01% 301
2014
Q4 		$1K Buy
+31
New +$1.22K ﹤0.01% 471

Other funds holding AVNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's AVNS Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Avanos Medical (AVNS) in Q1 2017, closing a stake of 1,897 shares — an estimated $70K sold.

Rockefeller Financial Services first reported a position in AVNS in Q4 2014 and held it in 9 quarters. The position peaked at $297K in Q4 2015. 335 funds tracked by Wall St. Rank hold AVNS as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Avanos Medical position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,897 Avanos Medical shares in Q1 2017, an estimated $70K.
  • Rockefeller Financial Services first reported a position in Avanos Medical in Q4 2014 and held it in 9 quarters.
  • Rockefeller Financial Services's Avanos Medical position peaked at $297K in Q4 2015.
  • 335 funds tracked by Wall St. Rank held Avanos Medical as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.