Rockefeller Financial Services’s Microchip Technology MCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$240K	Sell	5,468 -400	-7%	-$18.1K	﹤0.01%	332
2017 Q3	$263K	Buy	5,868 +2,868	+96%	+$120K	0.01%	310
2017 Q2	$116K	Hold	3,000	–	–	﹤0.01%	335
2017 Q1	$111K	Hold	3,000	–	–	﹤0.01%	349
2016 Q4	$96K	Hold	3,000	–	–	﹤0.01%	379
2016 Q3	$93K	Hold	3,000	–	–	﹤0.01%	354
2016 Q2	$76K	Hold	3,000	–	–	﹤0.01%	376
2016 Q1	$72K	Hold	3,000	–	–	﹤0.01%	387
2015 Q4	$70K	Hold	3,000	–	–	﹤0.01%	410
2015 Q3	$65K	Hold	3,000	–	–	﹤0.01%	405
2015 Q2	$71K	Buy	3,000 +90	+3%	+$2.18K	﹤0.01%	382
2015 Q1	$71K	Buy	2,910 +910	+46%	+$21.9K	﹤0.01%	397
2014 Q4	$45K	Hold	2,000	–	–	﹤0.01%	390
2014 Q3	$47K	Sell	2,000 -128	-6%	-$3.06K	﹤0.01%	406
2014 Q2	$52K	Buy	2,128 +128	+6%	+$3.05K	﹤0.01%	409
2014 Q1	$48K	Buy	+2,000	New	+$45.7K	﹤0.01%	431
2013 Q3	–	Sell	-1,000	Closed	-$19K	–	515
2013 Q2	$19K	Buy	+1,000	New	+$18.3K	﹤0.01%	448

Other funds holding MCHP

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Rockefeller Financial Services reduced its Microchip Technology (MCHP) stake by 6.8% in Q4 2017, selling an estimated $18.1K and leaving 5,468 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Rockefeller Financial Services first reported a position in MCHP in Q2 2013 and has held it in 17 quarters since. The position peaked at $263K in Q3 2017. 802 funds tracked by Wall St. Rank hold MCHP as of Q4 2017.

Rockefeller Financial Services held 5,468 shares of Microchip Technology worth $240K as of Q4 2017.
Rockefeller Financial Services sold 400 Microchip Technology shares in Q4 2017, an estimated $18.1K.
Microchip Technology made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #332 holding.
Rockefeller Financial Services first reported a position in Microchip Technology in Q2 2013 and has held it in 17 quarters since.
Rockefeller Financial Services's Microchip Technology position peaked at $263K in Q3 2017.
802 funds tracked by Wall St. Rank held Microchip Technology as of Q4 2017.

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