RFS
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Rockefeller Financial Services’s Gartner IT Stock Holding History

Rockefeller Financial Services’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-85
Closed -$8K – 529
2016
Q1 		$8K Buy
+85
New +$7.19K ﹤0.01% 539

Other funds holding IT

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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Rockefeller Financial Services's IT Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Gartner (IT) in Q2 2016, closing a stake of 85 shares — an estimated $8K sold.

Rockefeller Financial Services first reported a position in IT in Q1 2016 and held it in 1 quarter. The position peaked at $8K in Q1 2016. 377 funds tracked by Wall St. Rank hold IT as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Gartner position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 85 Gartner shares in Q2 2016, an estimated $8K.
  • Rockefeller Financial Services first reported a position in Gartner in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Gartner position peaked at $8K in Q1 2016.
  • 377 funds tracked by Wall St. Rank held Gartner as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.