RFS
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Rockefeller Financial Services’s Post Holdings POST Stock Holding History

Rockefeller Financial Services’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,011
Closed -$53K – 524
2013
Q3 		$53K Hold
2,011
– – ﹤0.01% 413
2013
Q2 		$57K Buy
+2,011
New +$57.9K ﹤0.01% 410

Other funds holding POST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Rockefeller Financial Services's POST Position: Q4 2013 in Review

Rockefeller Financial Services sold out of Post Holdings (POST) in Q4 2013, closing a stake of 2,011 shares — an estimated $53K sold.

Rockefeller Financial Services first reported a position in POST in Q2 2013 and held it in 2 quarters. The position peaked at $57K in Q2 2013. 204 funds tracked by Wall St. Rank hold POST as of Q4 2013.

  • Rockefeller Financial Services reported no remaining Post Holdings position as of Q4 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,011 Post Holdings shares in Q4 2013, an estimated $53K.
  • Rockefeller Financial Services first reported a position in Post Holdings in Q2 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's Post Holdings position peaked at $57K in Q2 2013.
  • 204 funds tracked by Wall St. Rank held Post Holdings as of Q4 2013.

Based on Rockefeller Financial Services's 13F filing for Q4 2013, filed 3 Feb 2014.