RFS
CXT icon

Rockefeller Financial Services’s Crane NXT CXT Stock Holding History

Rockefeller Financial Services’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-570
Closed -$15K – 510
2014
Q2 		$15K Buy
+570
New +$14.4K ﹤0.01% 494

Other funds holding CXT

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Crane NXT (CXT) in Q3 2014, closing a stake of 570 shares — an estimated $15K sold.

Rockefeller Financial Services first reported a position in CXT in Q2 2014 and held it in 1 quarter. The position peaked at $15K in Q2 2014. 254 funds tracked by Wall St. Rank hold CXT as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Crane NXT position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 570 Crane NXT shares in Q3 2014, an estimated $15K.
  • Rockefeller Financial Services first reported a position in Crane NXT in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Crane NXT position peaked at $15K in Q2 2014.
  • 254 funds tracked by Wall St. Rank held Crane NXT as of Q3 2014.

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