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Rockefeller Financial Services’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Rockefeller Financial Services’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-334
Closed -$9K – 620
2015
Q4 		$9K Buy
+334
New +$8.85K ﹤0.01% 498

Other funds holding FCOM

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Rockefeller Financial Services's FCOM Position: Q1 2016 in Review

Rockefeller Financial Services sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2016, closing a stake of 334 shares — an estimated $9K sold.

Rockefeller Financial Services first reported a position in FCOM in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 24 funds tracked by Wall St. Rank hold FCOM as of Q1 2016.

  • Rockefeller Financial Services reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 334 Fidelity MSCI Communication Services Index ETF shares in Q1 2016, an estimated $9K.
  • Rockefeller Financial Services first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2015 and held it in 1 quarter.
  • Rockefeller Financial Services's Fidelity MSCI Communication Services Index ETF position peaked at $9K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2016.

Based on Rockefeller Financial Services's 13F filing for Q1 2016, filed 28 Apr 2016.