Rockefeller Financial Services’s SLM Corp SLM Stock Holding History

Rockefeller Financial Services’s Portfolio SLM Stock Details SLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$19.1M	Buy	1,689,844 +788,356	+87%	+$8.63M	0.3%	81
2017 Q3	$10.3M	Buy	901,488 +1,648	+0.2%	+$17.9K	0.2%	98
2017 Q2	$10.3M	Buy	899,840 +26,673	+3%	+$304K	0.21%	97
2017 Q1	$10.6M	Buy	873,167 +1,045	+0.1%	+$12.4K	0.21%	98
2016 Q4	$9.61M	Buy	872,122 +29,229	+3%	+$262K	0.2%	101
2016 Q3	$6.3M	Buy	842,893 +760,646	+925%	+$5.47M	0.13%	110
2016 Q2	$508K	Hold	82,247	–	–	0.01%	247
2016 Q1	$523K	Hold	82,247	–	–	0.01%	243
2015 Q4	$536K	Buy	82,247 +52,405	+176%	+$356K	0.01%	245
2015 Q3	$221K	Hold	29,842	–	–	﹤0.01%	320
2015 Q2	$295K	Hold	29,842	–	–	0.01%	280
2015 Q1	$277K	Hold	29,842	–	–	0.01%	292
2014 Q4	$304K	Buy	+29,842	New	+$285K	0.01%	280

Other funds holding SLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Financial Services increased its SLM Corp (SLM) stake by 87% in Q4 2017, buying an estimated $8.63M and bringing the position to 1,689,844 shares worth $19.1M. The position accounts for 0.3% of the portfolio, ranked #81.

Rockefeller Financial Services first reported a position in SLM in Q4 2014 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold SLM as of Q4 2017.

Rockefeller Financial Services held 1,689,844 shares of SLM Corp worth $19.1M as of Q4 2017.
Rockefeller Financial Services bought 788,356 SLM Corp shares in Q4 2017, an estimated $8.63M.
SLM Corp made up 0.3% of Rockefeller Financial Services's portfolio in Q4 2017, its #81 holding.
Rockefeller Financial Services first reported a position in SLM Corp in Q4 2014 and has held it in 13 quarters since.
299 funds tracked by Wall St. Rank held SLM Corp as of Q4 2017.

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