RFS
DXCM icon

Rockefeller Financial Services’s DexCom DXCM Stock Holding History

Rockefeller Financial Services’s Portfolio DXCM Stock Details DXCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$633K Buy
44,128
+32,144
+268% +$418K 0.01% 264
2017
Q3 		$147K Sell
11,984
-508
-4% -$8.98K ﹤0.01% 361
2017
Q2 		$228K Hold
12,492
– – ﹤0.01% 283
2017
Q1 		$265K Sell
12,492
-1,260
-9% -$24.6K 0.01% 284
2016
Q4 		$205K Hold
13,752
– – ﹤0.01% 327
2016
Q3 		$301K Buy
13,752
+6,144
+81% +$137K 0.01% 283
2016
Q2 		$151K Sell
7,608
-6,224
-45% -$106K ﹤0.01% 334
2016
Q1 		$235K Hold
13,832
– – ﹤0.01% 311
2015
Q4 		$283K Sell
13,832
-6,336
-31% -$132K 0.01% 309
2015
Q3 		$433K Buy
20,168
+3,372
+20% +$75.2K 0.01% 259
2015
Q2 		$336K Hold
16,796
– – 0.01% 272
2015
Q1 		$262K Hold
16,796
– – 0.01% 302
2014
Q4 		$231K Hold
16,796
– – 0.01% 296
2014
Q3 		$168K Sell
16,796
-22,296
-57% -$228K ﹤0.01% 335
2014
Q2 		$388K Buy
39,092
+9,980
+34% +$88.4K 0.01% 282
2014
Q1 		$301K Sell
29,112
-1,732
-6% -$17.9K 0.01% 304
2013
Q4 		$273K Buy
30,844
+5,616
+22% +$44.4K 0.01% 323
2013
Q3 		$178K Buy
25,228
+4,300
+21% +$27.2K ﹤0.01% 345
2013
Q2 		$117K Buy
+20,928
New +$100K ﹤0.01% 376

Other funds holding DXCM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Rockefeller Financial Services increased its DexCom (DXCM) stake by 268% in Q4 2017, buying an estimated $418K and bringing the position to 44,128 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #264.

Rockefeller Financial Services first reported a position in DXCM in Q2 2013 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold DXCM as of Q4 2017.

  • Rockefeller Financial Services held 44,128 shares of DexCom worth $633K as of Q4 2017.
  • Rockefeller Financial Services bought 32,144 DexCom shares in Q4 2017, an estimated $418K.
  • DexCom made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #264 holding.
  • Rockefeller Financial Services first reported a position in DexCom in Q2 2013 and has held it in 19 quarters since.
  • 273 funds tracked by Wall St. Rank held DexCom as of Q4 2017.

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