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Rockefeller Financial Services’s First Financial Bankshares FFIN Stock Holding History

Rockefeller Financial Services’s Portfolio FFIN Stock Details FFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,048
Closed -$48K – 520
2014
Q2 		$48K Hold
3,048
– – ﹤0.01% 414
2014
Q1 		$47K Buy
+3,048
New +$47.3K ﹤0.01% 432

Other funds holding FFIN

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

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

Rockefeller Financial Services sold out of First Financial Bankshares (FFIN) in Q3 2014, closing a stake of 3,048 shares — an estimated $48K sold.

Rockefeller Financial Services first reported a position in FFIN in Q1 2014 and held it in 2 quarters. The position peaked at $48K in Q2 2014. 119 funds tracked by Wall St. Rank hold FFIN as of Q3 2014.

  • Rockefeller Financial Services reported no remaining First Financial Bankshares position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 3,048 First Financial Bankshares shares in Q3 2014, an estimated $48K.
  • Rockefeller Financial Services first reported a position in First Financial Bankshares in Q1 2014 and held it in 2 quarters.
  • Rockefeller Financial Services's First Financial Bankshares position peaked at $48K in Q2 2014.
  • 119 funds tracked by Wall St. Rank held First Financial Bankshares as of Q3 2014.

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