Rockefeller Financial Services
EPAY

Rockefeller Financial Services’s Bottomline Technologies Inc EPAY Stock Holding History

Rockefeller Financial Services’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,000
Closed -$200K – 511
2016
Q4 		$200K Buy
+8,000
New +$190K ﹤0.01% 331

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
North Star Asset Management
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Rockefeller Financial Services's EPAY Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Bottomline Technologies Inc (EPAY) in Q1 2017, closing a stake of 8,000 shares — an estimated $200K sold.

Rockefeller Financial Services first reported a position in EPAY in Q4 2016 and held it in 1 quarter. The position peaked at $200K in Q4 2016. 159 funds tracked by Wall St. Rank hold EPAY as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Bottomline Technologies Inc position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 8,000 Bottomline Technologies Inc shares in Q1 2017, an estimated $200K.
  • Rockefeller Financial Services first reported a position in Bottomline Technologies Inc in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Bottomline Technologies Inc position peaked at $200K in Q4 2016.
  • 159 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.