Rockefeller Financial Services
MDRX

Rockefeller Financial Services’s Veradigm Inc. Common Stock MDRX Stock Holding History

Rockefeller Financial Services’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,346
Closed -$123K – 518
2016
Q3 		$123K Hold
9,346
– – ﹤0.01% 335
2016
Q2 		$119K Hold
9,346
– – ﹤0.01% 344
2016
Q1 		$123K Buy
+9,346
New +$123K ﹤0.01% 355

Other funds holding MDRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Rockefeller Financial Services's MDRX Position: Q4 2016 in Review

Rockefeller Financial Services sold out of Veradigm Inc. Common Stock (MDRX) in Q4 2016, closing a stake of 9,346 shares — an estimated $123K sold.

Rockefeller Financial Services first reported a position in MDRX in Q1 2016 and held it in 3 quarters. The position peaked at $123K in Q3 2016. 249 funds tracked by Wall St. Rank hold MDRX as of Q4 2016.

  • Rockefeller Financial Services reported no remaining Veradigm Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 9,346 Veradigm Inc. Common Stock shares in Q4 2016, an estimated $123K.
  • Rockefeller Financial Services first reported a position in Veradigm Inc. Common Stock in Q1 2016 and held it in 3 quarters.
  • Rockefeller Financial Services's Veradigm Inc. Common Stock position peaked at $123K in Q3 2016.
  • 249 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q4 2016.

Based on Rockefeller Financial Services's 13F filing for Q4 2016, filed 19 Jan 2017.