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Rockefeller Financial Services’s Teradata TDC Stock Holding History

Rockefeller Financial Services’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-449
Closed -$18K – 576
2014
Q2 		$18K Buy
+449
New +$19.6K ﹤0.01% 480

Other funds holding TDC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Financial Services's TDC Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Teradata (TDC) in Q3 2014, closing a stake of 449 shares — an estimated $18K sold.

Rockefeller Financial Services first reported a position in TDC in Q2 2014 and held it in 1 quarter. The position peaked at $18K in Q2 2014. 434 funds tracked by Wall St. Rank hold TDC as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Teradata position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 449 Teradata shares in Q3 2014, an estimated $18K.
  • Rockefeller Financial Services first reported a position in Teradata in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Teradata position peaked at $18K in Q2 2014.
  • 434 funds tracked by Wall St. Rank held Teradata as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.