Rockefeller Financial Services’s Ironwood Pharmaceuticals IRWD Stock Holding History

Rockefeller Financial Services’s Portfolio IRWD Stock Details IRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$40K	Hold	3,198	–	–	﹤0.01%	428
2017 Q3	$42K	Hold	3,198	–	–	﹤0.01%	427
2017 Q2	$51K	Hold	3,198	–	–	﹤0.01%	380
2017 Q1	$46K	Hold	3,198	–	–	﹤0.01%	403
2016 Q4	$41K	Hold	3,198	–	–	﹤0.01%	428
2016 Q3	$43K	Hold	3,198	–	–	﹤0.01%	399
2016 Q2	$35K	Hold	3,198	–	–	﹤0.01%	414
2016 Q1	$29K	Sell	3,198 -39,532	-93%	-$326K	﹤0.01%	459
2015 Q4	$415K	Hold	42,730	–	–	0.01%	272
2015 Q3	$373K	Buy	42,730 +3,198	+8%	+$29.8K	0.01%	277
2015 Q2	$399K	Sell	39,532 -149,016	-79%	-$1.73M	0.01%	261
2015 Q1	$2.53M	Buy	+188,548	New	+$2.47M	0.05%	142
2013 Q3	–	Sell	-2	Closed	–	–	512
2013 Q2	$0	Buy	+2	New	+$24	﹤0.01%	499

Other funds holding IRWD

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Financial Services held its Ironwood Pharmaceuticals (IRWD) position steady in Q4 2017 at 3,198 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Rockefeller Financial Services first reported a position in IRWD in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.53M in Q1 2015. 158 funds tracked by Wall St. Rank hold IRWD as of Q4 2017.

Rockefeller Financial Services held 3,198 shares of Ironwood Pharmaceuticals worth $40K as of Q4 2017.
Rockefeller Financial Services left its Ironwood Pharmaceuticals share count unchanged in Q4 2017.
Ironwood Pharmaceuticals made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #428 holding.
Rockefeller Financial Services first reported a position in Ironwood Pharmaceuticals in Q2 2013 and has held it in 13 quarters since.
Rockefeller Financial Services's Ironwood Pharmaceuticals position peaked at $2.53M in Q1 2015.
158 funds tracked by Wall St. Rank held Ironwood Pharmaceuticals as of Q4 2017.

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