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Rockefeller Financial Services’s Simpson Manufacturing SSD Stock Holding History

Rockefeller Financial Services’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$19.5M Buy
339,552
+82,030
+32% +$4.54M 0.31% 80
2017
Q3 		$12.6M Buy
257,522
+501
+0.2% +$22.3K 0.24% 92
2017
Q2 		$11.2M Buy
257,021
+7,959
+3% +$334K 0.22% 91
2017
Q1 		$10.7M Buy
249,062
+205
+0.1% +$8.89K 0.21% 96
2016
Q4 		$10.9M Sell
248,857
-154
-0.1% -$6.9K 0.22% 96
2016
Q3 		$10.9M Hold
249,011
– – 0.23% 94
2016
Q2 		$9.95M Sell
249,011
-2,000
-0.8% -$76.9K 0.2% 96
2016
Q1 		$9.58M Sell
251,011
-4,113
-2% -$139K 0.19% 95
2015
Q4 		$8.71M Sell
255,124
-2,182
-0.8% -$79.1K 0.17% 110
2015
Q3 		$8.62M Buy
257,306
+1,940
+0.8% +$67.7K 0.18% 106
2015
Q2 		$8.68M Sell
255,366
-1,206
-0.5% -$41.7K 0.18% 105
2015
Q1 		$9.59M Buy
256,572
+3,696
+1% +$130K 0.21% 98
2014
Q4 		$8.75M Buy
252,876
+3,016
+1% +$98.2K 0.19% 96
2014
Q3 		$7.28M Buy
249,860
+10,653
+4% +$345K 0.16% 102
2014
Q2 		$8.7M Sell
239,207
-14,309
-6% -$487K 0.2% 100
2014
Q1 		$8.96M Buy
253,516
+4,432
+2% +$152K 0.19% 109
2013
Q4 		$9.15M Buy
249,084
+95
+0% +$3.31K 0.2% 109
2013
Q3 		$8.11M Buy
248,989
+7,545
+3% +$240K 0.19% 111
2013
Q2 		$7.1M Buy
+241,444
New +$7.08M 0.17% 122

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Rockefeller Financial Services increased its Simpson Manufacturing (SSD) stake by 32% in Q4 2017, buying an estimated $4.54M and bringing the position to 339,552 shares worth $19.5M. The position accounts for 0.31% of the portfolio, ranked #80.

Rockefeller Financial Services first reported a position in SSD in Q2 2013 and has held it in 19 quarters since. 214 funds tracked by Wall St. Rank hold SSD as of Q4 2017.

  • Rockefeller Financial Services held 339,552 shares of Simpson Manufacturing worth $19.5M as of Q4 2017.
  • Rockefeller Financial Services bought 82,030 Simpson Manufacturing shares in Q4 2017, an estimated $4.54M.
  • Simpson Manufacturing made up 0.31% of Rockefeller Financial Services's portfolio in Q4 2017, its #80 holding.
  • Rockefeller Financial Services first reported a position in Simpson Manufacturing in Q2 2013 and has held it in 19 quarters since.
  • 214 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2017.

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