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Rockefeller Financial Services’s IQVIA IQV Stock Holding History

Rockefeller Financial Services’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$536K Hold
5,475
– – 0.01% 278
2017
Q3 		$521K Buy
+5,475
New +$507K 0.01% 261
2014
Q3 		– Sell
-25
Closed -$1K – 536
2014
Q2 		$1K Buy
+25
New +$1.26K ﹤0.01% 581

Other funds holding IQV

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Rockefeller Financial Services held its IQVIA (IQV) position steady in Q4 2017 at 5,475 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #278.

Rockefeller Financial Services first reported a position in IQV in Q2 2014 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold IQV as of Q4 2017.

  • Rockefeller Financial Services held 5,475 shares of IQVIA worth $536K as of Q4 2017.
  • Rockefeller Financial Services left its IQVIA share count unchanged in Q4 2017.
  • IQVIA made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #278 holding.
  • Rockefeller Financial Services first reported a position in IQVIA in Q2 2014 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held IQVIA as of Q4 2017.

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