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Rockefeller Financial Services’s Teladoc Health TDOC Stock Holding History

Rockefeller Financial Services’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,932
Closed -$110K – 562
2015
Q3 		$110K Buy
+4,932
New +$133K ﹤0.01% 368

Other funds holding TDOC

KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Rockefeller Financial Services's TDOC Position: Q4 2015 in Review

Rockefeller Financial Services sold out of Teladoc Health (TDOC) in Q4 2015, closing a stake of 4,932 shares — an estimated $110K sold.

Rockefeller Financial Services first reported a position in TDOC in Q3 2015 and held it in 1 quarter. The position peaked at $110K in Q3 2015. 75 funds tracked by Wall St. Rank hold TDOC as of Q4 2015.

  • Rockefeller Financial Services reported no remaining Teladoc Health position as of Q4 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 4,932 Teladoc Health shares in Q4 2015, an estimated $110K.
  • Rockefeller Financial Services first reported a position in Teladoc Health in Q3 2015 and held it in 1 quarter.
  • Rockefeller Financial Services's Teladoc Health position peaked at $110K in Q3 2015.
  • 75 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2015.

Based on Rockefeller Financial Services's 13F filing for Q4 2015, filed 3 Feb 2016.