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Rockefeller Financial Services’s Evertec EVTC Stock Holding History

Rockefeller Financial Services’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-40
Closed -$1K – 517
2014
Q2 		$1K Buy
+40
New +$954 ﹤0.01% 576

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

Rockefeller Financial Services sold out of Evertec (EVTC) in Q3 2014, closing a stake of 40 shares — an estimated $1K sold.

Rockefeller Financial Services first reported a position in EVTC in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 129 funds tracked by Wall St. Rank hold EVTC as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Evertec position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 40 Evertec shares in Q3 2014, an estimated $1K.
  • Rockefeller Financial Services first reported a position in Evertec in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Evertec position peaked at $1K in Q2 2014.
  • 129 funds tracked by Wall St. Rank held Evertec as of Q3 2014.

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