Rockefeller Financial Services
PPS

Rockefeller Financial Services’s Post Properties PPS Stock Holding History

Rockefeller Financial Services’s Portfolio PPS Stock Details PPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-251
Closed -$15K – 610
2016
Q1 		$15K Buy
+251
New +$14.3K ﹤0.01% 501

Other funds holding PPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Perkins Investment Management
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Post Properties (PPS) in Q2 2016, closing a stake of 251 shares — an estimated $15K sold.

Rockefeller Financial Services first reported a position in PPS in Q1 2016 and held it in 1 quarter. The position peaked at $15K in Q1 2016. 249 funds tracked by Wall St. Rank hold PPS as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Post Properties position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 251 Post Properties shares in Q2 2016, an estimated $15K.
  • Rockefeller Financial Services first reported a position in Post Properties in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Post Properties position peaked at $15K in Q1 2016.
  • 249 funds tracked by Wall St. Rank held Post Properties as of Q2 2016.

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