Rockefeller Financial Services’s PayPal PYPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$81K	Hold	1,100	–	–	﹤0.01%	390
2017 Q3	$70K	Hold	1,100	–	–	﹤0.01%	402
2017 Q2	$59K	Sell	1,100 -1,781	-62%	-$87.5K	﹤0.01%	371
2017 Q1	$124K	Sell	2,881 -160	-5%	-$6.69K	﹤0.01%	342
2016 Q4	$120K	Buy	3,041 +160	+6%	+$6.43K	﹤0.01%	363
2016 Q3	$118K	Hold	2,881	–	–	﹤0.01%	338
2016 Q2	$105K	Hold	2,881	–	–	﹤0.01%	353
2016 Q1	$111K	Hold	2,881	–	–	﹤0.01%	369
2015 Q4	$104K	Hold	2,881	–	–	﹤0.01%	388
2015 Q3	$89K	Buy	+2,881	New	+$103K	﹤0.01%	386

Other funds holding PYPL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Rockefeller Financial Services's PYPL Position: Q4 2017 in Review

Rockefeller Financial Services held its PayPal (PYPL) position steady in Q4 2017 at 1,100 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Rockefeller Financial Services first reported a position in PYPL in Q3 2015 and has held it in 10 quarters since. The position peaked at $124K in Q1 2017. 1,336 funds tracked by Wall St. Rank hold PYPL as of Q4 2017.

Rockefeller Financial Services held 1,100 shares of PayPal worth $81K as of Q4 2017.
Rockefeller Financial Services left its PayPal share count unchanged in Q4 2017.
PayPal made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #390 holding.
Rockefeller Financial Services first reported a position in PayPal in Q3 2015 and has held it in 10 quarters since.
Rockefeller Financial Services's PayPal position peaked at $124K in Q1 2017.
1,336 funds tracked by Wall St. Rank held PayPal as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.