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Rockefeller Financial Services’s Check Point Software Technologies CHKP Stock Holding History

Rockefeller Financial Services’s Portfolio CHKP Stock Details CHKP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-329
Closed -$22K – 500
2014
Q2 		$22K Buy
+329
New +$21.6K ﹤0.01% 462

Other funds holding CHKP

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CG
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Rockefeller Financial Services's CHKP Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Check Point Software Technologies (CHKP) in Q3 2014, closing a stake of 329 shares — an estimated $22K sold.

Rockefeller Financial Services first reported a position in CHKP in Q2 2014 and held it in 1 quarter. The position peaked at $22K in Q2 2014. 380 funds tracked by Wall St. Rank hold CHKP as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Check Point Software Technologies position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 329 Check Point Software Technologies shares in Q3 2014, an estimated $22K.
  • Rockefeller Financial Services first reported a position in Check Point Software Technologies in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Check Point Software Technologies position peaked at $22K in Q2 2014.
  • 380 funds tracked by Wall St. Rank held Check Point Software Technologies as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.