RFS
SMCI icon

Rockefeller Financial Services’s Super Micro Computer SMCI Stock Holding History

Rockefeller Financial Services’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100,000
Closed -$280K – 499
2016
Q4 		$280K Buy
+100,000
New +$252K 0.01% 294

Other funds holding SMCI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Rockefeller Financial Services's SMCI Position: Q1 2017 in Review

Rockefeller Financial Services sold out of Super Micro Computer (SMCI) in Q1 2017, closing a stake of 100,000 shares — an estimated $280K sold.

Rockefeller Financial Services first reported a position in SMCI in Q4 2016 and held it in 1 quarter. The position peaked at $280K in Q4 2016. 159 funds tracked by Wall St. Rank hold SMCI as of Q1 2017.

  • Rockefeller Financial Services reported no remaining Super Micro Computer position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 100,000 Super Micro Computer shares in Q1 2017, an estimated $280K.
  • Rockefeller Financial Services first reported a position in Super Micro Computer in Q4 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Super Micro Computer position peaked at $280K in Q4 2016.
  • 159 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.