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Rockefeller Financial Services’s FMC FMC Stock Holding History

Rockefeller Financial Services’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$25K Hold
310
– – ﹤0.01% 458
2017
Q3 		$24K Buy
+310
New +$22.3K ﹤0.01% 467
2014
Q3 		– Sell
-325
Closed -$20K – 522
2014
Q2 		$20K Buy
+325
New +$21.3K ﹤0.01% 468

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's FMC Position: Q4 2017 in Review

Rockefeller Financial Services held its FMC (FMC) position steady in Q4 2017 at 310 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Rockefeller Financial Services first reported a position in FMC in Q2 2014 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold FMC as of Q4 2017.

  • Rockefeller Financial Services held 310 shares of FMC worth $25K as of Q4 2017.
  • Rockefeller Financial Services left its FMC share count unchanged in Q4 2017.
  • FMC made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #458 holding.
  • Rockefeller Financial Services first reported a position in FMC in Q2 2014 and has held it in 3 quarters since.
  • 540 funds tracked by Wall St. Rank held FMC as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.