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Rockefeller Financial Services’s Fortinet FTNT Stock Holding History

Rockefeller Financial Services’s Portfolio FTNT Stock Details FTNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-285
Closed -$1K – 523
2014
Q2 		$1K Buy
+285
New +$1.28K ﹤0.01% 577

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Fortinet (FTNT) in Q3 2014, closing a stake of 285 shares — an estimated $1K sold.

Rockefeller Financial Services first reported a position in FTNT in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 274 funds tracked by Wall St. Rank hold FTNT as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Fortinet position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 285 Fortinet shares in Q3 2014, an estimated $1K.
  • Rockefeller Financial Services first reported a position in Fortinet in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Fortinet position peaked at $1K in Q2 2014.
  • 274 funds tracked by Wall St. Rank held Fortinet as of Q3 2014.

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