RFS
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Rockefeller Financial Services’s Regions Financial RF Stock Holding History

Rockefeller Financial Services’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-345
Closed -$4K – 567
2014
Q2 		$4K Buy
+345
New +$3.6K ﹤0.01% 543

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Regions Financial (RF) in Q3 2014, closing a stake of 345 shares — an estimated $4K sold.

Rockefeller Financial Services first reported a position in RF in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 545 funds tracked by Wall St. Rank hold RF as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Regions Financial position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 345 Regions Financial shares in Q3 2014, an estimated $4K.
  • Rockefeller Financial Services first reported a position in Regions Financial in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Regions Financial position peaked at $4K in Q2 2014.
  • 545 funds tracked by Wall St. Rank held Regions Financial as of Q3 2014.

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