RFS
MBII

Rockefeller Financial Services’s Marrone Bio Innovations, Inc. MBII Stock Holding History

Rockefeller Financial Services’s Portfolio MBII Stock Details MBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-14,413
Closed -$167K – 607
2014
Q2 		$167K Hold
14,413
– – ﹤0.01% 352
2014
Q1 		$201K Buy
14,413
+6,360
+79% +$99.9K ﹤0.01% 344
2013
Q4 		$143K Buy
+8,053
New +$131K ﹤0.01% 370

Other funds holding MBII

WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
OIM
Orca Investment Management Roseburg, Oregon $118M AUM 36.88% 1-Year Est. Return

Rockefeller Financial Services's MBII Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Marrone Bio Innovations, Inc. (MBII) in Q3 2014, closing a stake of 14,413 shares — an estimated $167K sold.

Rockefeller Financial Services first reported a position in MBII in Q4 2013 and held it in 3 quarters. The position peaked at $201K in Q1 2014. 49 funds tracked by Wall St. Rank hold MBII as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Marrone Bio Innovations, Inc. position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 14,413 Marrone Bio Innovations, Inc. shares in Q3 2014, an estimated $167K.
  • Rockefeller Financial Services first reported a position in Marrone Bio Innovations, Inc. in Q4 2013 and held it in 3 quarters.
  • Rockefeller Financial Services's Marrone Bio Innovations, Inc. position peaked at $201K in Q1 2014.
  • 49 funds tracked by Wall St. Rank held Marrone Bio Innovations, Inc. as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.