RFS
CPRT icon

Rockefeller Financial Services’s Copart CPRT Stock Holding History

Rockefeller Financial Services’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,408
Closed -$7K – 504
2016
Q1 		$7K Buy
+1,408
New +$6.5K ﹤0.01% 548

Other funds holding CPRT

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Rockefeller Financial Services's CPRT Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Copart (CPRT) in Q2 2016, closing a stake of 1,408 shares — an estimated $7K sold.

Rockefeller Financial Services first reported a position in CPRT in Q1 2016 and held it in 1 quarter. The position peaked at $7K in Q1 2016. 343 funds tracked by Wall St. Rank hold CPRT as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Copart position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,408 Copart shares in Q2 2016, an estimated $7K.
  • Rockefeller Financial Services first reported a position in Copart in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Copart position peaked at $7K in Q1 2016.
  • 343 funds tracked by Wall St. Rank held Copart as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.