RFS
NJ

Rockefeller Financial Services’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Rockefeller Financial Services’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-596
Closed -$10K – 619
2016
Q1 		$10K Buy
+596
New +$10.2K ﹤0.01% 529

Other funds holding NJ

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Rockefeller Financial Services's NJ Position: Q2 2016 in Review

Rockefeller Financial Services sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q2 2016, closing a stake of 596 shares — an estimated $10K sold.

Rockefeller Financial Services first reported a position in NJ in Q1 2016 and held it in 1 quarter. The position peaked at $10K in Q1 2016. 35 funds tracked by Wall St. Rank hold NJ as of Q2 2016.

  • Rockefeller Financial Services reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 596 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q2 2016, an estimated $10K.
  • Rockefeller Financial Services first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $10K in Q1 2016.
  • 35 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.