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Rockefeller Financial Services’s RELX RELX Stock Holding History

Rockefeller Financial Services’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-737
Closed -$14K – 564
2016
Q1 		$14K Buy
+737
New +$13K ﹤0.01% 508
2014
Q3 		– Sell
-1,768
Closed -$29K – 566
2014
Q2 		$29K Buy
+1,768
New +$27.3K ﹤0.01% 444

Other funds holding RELX

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Rockefeller Financial Services sold out of RELX (RELX) in Q2 2016, closing a stake of 737 shares — an estimated $14K sold.

Rockefeller Financial Services first reported a position in RELX in Q2 2014 and held it in 2 quarters. The position peaked at $29K in Q2 2014. 103 funds tracked by Wall St. Rank hold RELX as of Q2 2016.

  • Rockefeller Financial Services reported no remaining RELX position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 737 RELX shares in Q2 2016, an estimated $14K.
  • Rockefeller Financial Services first reported a position in RELX in Q2 2014 and held it in 2 quarters.
  • Rockefeller Financial Services's RELX position peaked at $29K in Q2 2014.
  • 103 funds tracked by Wall St. Rank held RELX as of Q2 2016.

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