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Rockefeller Financial Services’s ResMed RMD Stock Holding History

Rockefeller Financial Services’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$16.7M Buy
196,845
+24,648
+14% +$2.04M 0.26% 88
2017
Q3 		$13.3M Sell
172,197
-7,518
-4% -$575K 0.25% 90
2017
Q2 		$14M Buy
179,715
+3,308
+2% +$237K 0.28% 81
2017
Q1 		$12.7M Hold
176,407
– – 0.25% 87
2016
Q4 		$10.9M Buy
176,407
+85
+0% +$5.21K 0.22% 95
2016
Q3 		$11.4M Hold
176,322
– – 0.24% 90
2016
Q2 		$11.1M Sell
176,322
-2,030
-1% -$120K 0.22% 88
2016
Q1 		$10.3M Sell
178,352
-9,071
-5% -$513K 0.2% 89
2015
Q4 		$10.1M Sell
187,423
-2,333
-1% -$132K 0.2% 100
2015
Q3 		$9.67M Buy
189,756
+1,430
+0.8% +$77K 0.2% 100
2015
Q2 		$10.6M Sell
188,326
-912
-0.5% -$57.6K 0.22% 94
2015
Q1 		$13.6M Buy
189,238
+2,779
+1% +$181K 0.29% 75
2014
Q4 		$10.5M Buy
186,459
+5,252
+3% +$274K 0.23% 85
2014
Q3 		$8.93M Buy
181,207
+4,467
+3% +$228K 0.2% 92
2014
Q2 		$8.95M Sell
176,740
-3,094
-2% -$153K 0.2% 95
2014
Q1 		$8.04M Sell
179,834
-70
-0% -$3.14K 0.17% 114
2013
Q4 		$8.47M Buy
179,904
+93
+0.1% +$4.71K 0.18% 118
2013
Q3 		$9.5M Buy
179,811
+20
+0% +$970 0.22% 102
2013
Q2 		$8.11M Buy
+179,791
New +$8.53M 0.19% 108

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Rockefeller Financial Services increased its ResMed (RMD) stake by 14% in Q4 2017, buying an estimated $2.04M and bringing the position to 196,845 shares worth $16.7M. The position accounts for 0.26% of the portfolio, ranked #88.

Rockefeller Financial Services first reported a position in RMD in Q2 2013 and has held it in 19 quarters since. 415 funds tracked by Wall St. Rank hold RMD as of Q4 2017.

  • Rockefeller Financial Services held 196,845 shares of ResMed worth $16.7M as of Q4 2017.
  • Rockefeller Financial Services bought 24,648 ResMed shares in Q4 2017, an estimated $2.04M.
  • ResMed made up 0.26% of Rockefeller Financial Services's portfolio in Q4 2017, its #88 holding.
  • Rockefeller Financial Services first reported a position in ResMed in Q2 2013 and has held it in 19 quarters since.
  • 415 funds tracked by Wall St. Rank held ResMed as of Q4 2017.

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