Rockefeller Financial Services’s Eagle Bancorp EGBN Stock Holding History

Rockefeller Financial Services’s Portfolio EGBN Stock Details EGBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$150K	Sell	2,587 -205	-7%	-$13.1K	﹤0.01%	360
2017 Q3	$187K	Hold	2,792	–	–	﹤0.01%	340
2017 Q2	$177K	Hold	2,792	–	–	﹤0.01%	305
2017 Q1	$167K	Hold	2,792	–	–	﹤0.01%	322
2016 Q4	$170K	Hold	2,792	–	–	﹤0.01%	342
2016 Q3	$138K	Hold	2,792	–	–	﹤0.01%	326
2016 Q2	$134K	Hold	2,792	–	–	﹤0.01%	340
2016 Q1	$134K	Hold	2,792	–	–	﹤0.01%	346
2015 Q4	$141K	Hold	2,792	–	–	﹤0.01%	364
2015 Q3	$127K	Hold	2,792	–	–	﹤0.01%	362
2015 Q2	$123K	Hold	2,792	–	–	﹤0.01%	349
2015 Q1	$107K	Hold	2,792	–	–	﹤0.01%	370
2014 Q4	$99K	Hold	2,792	–	–	﹤0.01%	356
2014 Q3	$89K	Buy	+2,792	New	+$93.3K	﹤0.01%	371

Other funds holding EGBN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Financial Services reduced its Eagle Bancorp (EGBN) stake by 7.3% in Q4 2017, selling an estimated $13.1K and leaving 2,587 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Rockefeller Financial Services first reported a position in EGBN in Q3 2014 and has held it in 14 quarters since. The position peaked at $187K in Q3 2017. 192 funds tracked by Wall St. Rank hold EGBN as of Q4 2017.

Rockefeller Financial Services held 2,587 shares of Eagle Bancorp worth $150K as of Q4 2017.
Rockefeller Financial Services sold 205 Eagle Bancorp shares in Q4 2017, an estimated $13.1K.
Eagle Bancorp made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #360 holding.
Rockefeller Financial Services first reported a position in Eagle Bancorp in Q3 2014 and has held it in 14 quarters since.
Rockefeller Financial Services's Eagle Bancorp position peaked at $187K in Q3 2017.
192 funds tracked by Wall St. Rank held Eagle Bancorp as of Q4 2017.

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