Rockefeller Financial Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $27.7M | Buy |
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|
2017
Q3 | $22.2M | Buy |
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|
2017
Q2 | $20.5M | Buy |
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|
2017
Q1 | $20M | Sell |
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|
2016
Q4 | $20.1M | Sell |
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|
2016
Q3 | $20M | Hold |
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|
2016
Q2 | $19.9M | Sell |
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|
2016
Q1 | $19M | Sell |
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|
2015
Q4 | $20.9M | Sell |
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|
2015
Q3 | $20.8M | Buy |
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|
2015
Q2 | $21.1M | Sell |
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|
2015
Q1 | $21M | Buy |
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|
2014
Q4 | $18.3M | Buy |
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|
2014
Q3 | $15.4M | Buy |
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|
2014
Q2 | $15.1M | Buy |
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|
2014
Q1 | $13.3M | Buy |
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|
2013
Q4 | $13.1M | Buy |
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|
2013
Q3 | $13.1M | Buy |
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|
2013
Q2 | $12.3M | Buy |
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