RFS
PVR

Rockefeller Financial Services’s PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT PVR Stock Holding History

Rockefeller Financial Services’s Portfolio PVR Stock Details PVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,350
Closed -$63K – 545
2013
Q4 		$63K Hold
2,350
– – ﹤0.01% 409
2013
Q3 		$54K Hold
2,350
– – ﹤0.01% 411
2013
Q2 		$64K Buy
+2,350
New +$60.1K ﹤0.01% 403

Rockefeller Financial Services's PVR Position: Q1 2014 in Review

Rockefeller Financial Services sold out of PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT (PVR) in Q1 2014, closing a stake of 2,350 shares — an estimated $63K sold.

Rockefeller Financial Services first reported a position in PVR in Q2 2013 and held it in 3 quarters. The position peaked at $64K in Q2 2013. 1 fund tracked by Wall St. Rank holds PVR as of Q1 2014.

  • Rockefeller Financial Services reported no remaining PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT position as of Q1 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,350 PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT shares in Q1 2014, an estimated $63K.
  • Rockefeller Financial Services first reported a position in PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT in Q2 2013 and held it in 3 quarters.
  • Rockefeller Financial Services's PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT position peaked at $64K in Q2 2013.
  • 1 fund tracked by Wall St. Rank held PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT as of Q1 2014.

Based on Rockefeller Financial Services's 13F filing for Q1 2014, filed 5 May 2014.