RFS
QEP

Rockefeller Financial Services’s QEP RESOURCES, INC. QEP Stock Holding History

Rockefeller Financial Services’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-466
Closed -$16K – 612
2014
Q2 		$16K Buy
+466
New +$14.7K ﹤0.01% 491

Other funds holding QEP

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rockefeller Financial Services's QEP Position: Q3 2014 in Review

Rockefeller Financial Services sold out of QEP RESOURCES, INC. (QEP) in Q3 2014, closing a stake of 466 shares — an estimated $16K sold.

Rockefeller Financial Services first reported a position in QEP in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 382 funds tracked by Wall St. Rank hold QEP as of Q3 2014.

  • Rockefeller Financial Services reported no remaining QEP RESOURCES, INC. position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 466 QEP RESOURCES, INC. shares in Q3 2014, an estimated $16K.
  • Rockefeller Financial Services first reported a position in QEP RESOURCES, INC. in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's QEP RESOURCES, INC. position peaked at $16K in Q2 2014.
  • 382 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.