Rockefeller Financial Services’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-3,000	Closed	-$143K	–	659
2015 Q4	$143K	Hold	3,000	–	–	﹤0.01%	363
2015 Q3	$119K	Hold	3,000	–	–	﹤0.01%	364
2015 Q2	$122K	Hold	3,000	–	–	﹤0.01%	351
2015 Q1	$130K	Hold	3,000	–	–	﹤0.01%	355
2014 Q4	$128K	Hold	3,000	–	–	﹤0.01%	330
2014 Q3	$117K	Buy	+3,000	New	+$125K	﹤0.01%	353
2014 Q2	–	Sell	-3,000	Closed	-$126K	–	657
2014 Q1	$126K	Hold	3,000	–	–	﹤0.01%	379
2013 Q4	$140K	Hold	3,000	–	–	﹤0.01%	372
2013 Q3	$140K	Hold	3,000	–	–	﹤0.01%	362
2013 Q2	$140K	Buy	+3,000	New	+$151K	﹤0.01%	360

Other funds holding PCL

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

CCC

Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Rockefeller Financial Services's PCL Position: Q1 2016 in Review

Rockefeller Financial Services sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 3,000 shares — an estimated $143K sold.

Rockefeller Financial Services first reported a position in PCL in Q2 2013 and held it in 10 quarters. The position peaked at $143K in Q4 2015. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

Rockefeller Financial Services reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
Rockefeller Financial Services sold 3,000 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $143K.
Rockefeller Financial Services first reported a position in PLUM CREEK TIMBER CO (REIT) in Q2 2013 and held it in 10 quarters.
Rockefeller Financial Services's PLUM CREEK TIMBER CO (REIT) position peaked at $143K in Q4 2015.
4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on Rockefeller Financial Services's 13F filing for Q1 2016, filed 28 Apr 2016.