RFS
SGMO

Rockefeller Financial Services’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Rockefeller Financial Services’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-8,444
Closed -$132K – 502
2015
Q1 		$132K Buy
8,444
+2,747
+48% +$42.5K ﹤0.01% 351
2014
Q4 		$87K Sell
5,697
-1,380
-19% -$16.8K ﹤0.01% 364
2014
Q3 		$76K Sell
7,077
-7,091
-50% -$92.6K ﹤0.01% 387
2014
Q2 		$216K Hold
14,168
– – ﹤0.01% 331
2014
Q1 		$256K Buy
14,168
+502
+4% +$9.68K 0.01% 318
2013
Q4 		$190K Buy
13,666
+122
+0.9% +$1.41K ﹤0.01% 350
2013
Q3 		$142K Buy
+13,544
New +$135K ﹤0.01% 361

Other funds holding SGMO

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
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Rockefeller Financial Services's SGMO Position: Q2 2015 in Review

Rockefeller Financial Services sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q2 2015, closing a stake of 8,444 shares — an estimated $132K sold.

Rockefeller Financial Services first reported a position in SGMO in Q3 2013 and held it in 7 quarters. The position peaked at $256K in Q1 2014. 156 funds tracked by Wall St. Rank hold SGMO as of Q2 2015.

  • Rockefeller Financial Services reported no remaining SANGAMO THERAPEUTICS INC position as of Q2 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 8,444 SANGAMO THERAPEUTICS INC shares in Q2 2015, an estimated $132K.
  • Rockefeller Financial Services first reported a position in SANGAMO THERAPEUTICS INC in Q3 2013 and held it in 7 quarters.
  • Rockefeller Financial Services's SANGAMO THERAPEUTICS INC position peaked at $256K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q2 2015.

Based on Rockefeller Financial Services's 13F filing for Q2 2015, filed 14 Jul 2015.