Rockefeller Financial Services’s CarMax KMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$982K	Hold	15,320	–	–	0.02%	230
2017 Q3	$1.16M	Hold	15,320	–	–	0.02%	194
2017 Q2	$966K	Sell	15,320 -12,500	-45%	-$755K	0.02%	187
2017 Q1	$1.65M	Sell	27,820 -2,200	-7%	-$143K	0.03%	156
2016 Q4	$1.93M	Buy	30,020 +2,000	+7%	+$112K	0.04%	150
2016 Q3	$1.5M	Hold	28,020	–	–	0.03%	159
2016 Q2	$1.37M	Hold	28,020	–	–	0.03%	174
2016 Q1	$1.43M	Sell	28,020 -503	-2%	-$23.7K	0.03%	169
2015 Q4	$1.54M	Hold	28,523	–	–	0.03%	172
2015 Q3	$1.69M	Hold	28,523	–	–	0.03%	162
2015 Q2	$1.89M	Sell	28,523 -352	-1%	-$25.1K	0.04%	157
2015 Q1	$1.99M	Sell	28,875 -10,660	-27%	-$695K	0.04%	156
2014 Q4	$2.63M	Sell	39,535 -12,777	-24%	-$708K	0.06%	135
2014 Q3	$2.43M	Sell	52,312 -147,433	-74%	-$7.55M	0.05%	150
2014 Q2	$10.4M	Sell	199,745 -273,250	-58%	-$12.4M	0.23%	87
2014 Q1	$22.1M	Buy	472,995 +9,000	+2%	+$420K	0.48%	59
2013 Q4	$21.8M	Buy	463,995 +1,440	+0.3%	+$70.6K	0.47%	60
2013 Q3	$22.4M	Sell	462,555 -5,000	-1%	-$245K	0.52%	51
2013 Q2	$21.6M	Buy	+467,555	New	+$21.2M	0.52%	51

Other funds holding KMX

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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

Rockefeller Financial Services held its CarMax (KMX) position steady in Q4 2017 at 15,320 shares worth $982K. The position accounts for 0.02% of the portfolio, ranked #230.

Rockefeller Financial Services first reported a position in KMX in Q2 2013 and has held it in 19 quarters since. The position peaked at $22.4M in Q3 2013. 516 funds tracked by Wall St. Rank hold KMX as of Q4 2017.

Rockefeller Financial Services held 15,320 shares of CarMax worth $982K as of Q4 2017.
Rockefeller Financial Services left its CarMax share count unchanged in Q4 2017.
CarMax made up 0.02% of Rockefeller Financial Services's portfolio in Q4 2017, its #230 holding.
Rockefeller Financial Services first reported a position in CarMax in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's CarMax position peaked at $22.4M in Q3 2013.
516 funds tracked by Wall St. Rank held CarMax as of Q4 2017.

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