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Rockefeller Financial Services’s Ovintiv OVV Stock Holding History

Rockefeller Financial Services’s Portfolio OVV Stock Details OVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-215
Closed -$13K – 492
2016
Q4 		$13K Buy
+215
New +$12.3K ﹤0.01% 462

Other funds holding OVV

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DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Rockefeller Financial Services's OVV Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Ovintiv (OVV) in Q1 2017, closing a stake of 215 shares — an estimated $13K sold.

Rockefeller Financial Services first reported a position in OVV in Q4 2016 and held it in 1 quarter. The position peaked at $13K in Q4 2016. 316 funds tracked by Wall St. Rank hold OVV as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Ovintiv position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 215 Ovintiv shares in Q1 2017, an estimated $13K.
  • Rockefeller Financial Services first reported a position in Ovintiv in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Ovintiv position peaked at $13K in Q4 2016.
  • 316 funds tracked by Wall St. Rank held Ovintiv as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.