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Rockefeller Financial Services’s Teradyne TER Stock Holding History

Rockefeller Financial Services’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-86
Closed -$2K – 578
2014
Q2 		$2K Buy
+86
New +$1.6K ﹤0.01% 562

Other funds holding TER

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Teradyne (TER) in Q3 2014, closing a stake of 86 shares — an estimated $2K sold.

Rockefeller Financial Services first reported a position in TER in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 259 funds tracked by Wall St. Rank hold TER as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Teradyne position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 86 Teradyne shares in Q3 2014, an estimated $2K.
  • Rockefeller Financial Services first reported a position in Teradyne in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Teradyne position peaked at $2K in Q2 2014.
  • 259 funds tracked by Wall St. Rank held Teradyne as of Q3 2014.

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