RFS
KTWO

Rockefeller Financial Services’s K2M Group Holdings, Inc KTWO Stock Holding History

Rockefeller Financial Services’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$89K Hold
4,927
– – ﹤0.01% 387
2017
Q3 		$105K Buy
+4,927
New +$114K ﹤0.01% 381

Other funds holding KTWO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

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

Rockefeller Financial Services held its K2M Group Holdings, Inc (KTWO) position steady in Q4 2017 at 4,927 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Rockefeller Financial Services first reported a position in KTWO in Q3 2017 and has held it in 2 quarters since. The position peaked at $105K in Q3 2017. 144 funds tracked by Wall St. Rank hold KTWO as of Q4 2017.

  • Rockefeller Financial Services held 4,927 shares of K2M Group Holdings, Inc worth $89K as of Q4 2017.
  • Rockefeller Financial Services left its K2M Group Holdings, Inc share count unchanged in Q4 2017.
  • K2M Group Holdings, Inc made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #387 holding.
  • Rockefeller Financial Services first reported a position in K2M Group Holdings, Inc in Q3 2017 and has held it in 2 quarters since.
  • Rockefeller Financial Services's K2M Group Holdings, Inc position peaked at $105K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q4 2017.

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