RFS
HOT

Rockefeller Financial Services’s STARWOOD HOTELS & RESORTS WORLDWIDE, INC. HOT Stock Holding History

Rockefeller Financial Services’s Portfolio HOT Stock Details HOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-132
Closed -$11K – 649
2014
Q2 		$11K Buy
+132
New +$10.4K ﹤0.01% 513

Other funds holding HOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MCM
Marsico Capital Management Denver, Colorado $3.4B AUM 51.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Rockefeller Financial Services sold out of STARWOOD HOTELS & RESORTS WORLDWIDE, INC. (HOT) in Q3 2014, closing a stake of 132 shares — an estimated $11K sold.

Rockefeller Financial Services first reported a position in HOT in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 465 funds tracked by Wall St. Rank hold HOT as of Q3 2014.

  • Rockefeller Financial Services reported no remaining STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 132 STARWOOD HOTELS & RESORTS WORLDWIDE, INC. shares in Q3 2014, an estimated $11K.
  • Rockefeller Financial Services first reported a position in STARWOOD HOTELS & RESORTS WORLDWIDE, INC. in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's STARWOOD HOTELS & RESORTS WORLDWIDE, INC. position peaked at $11K in Q2 2014.
  • 465 funds tracked by Wall St. Rank held STARWOOD HOTELS & RESORTS WORLDWIDE, INC. as of Q3 2014.

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