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Rockefeller Financial Services’s Thor Industries THO Stock Holding History

Rockefeller Financial Services’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-18,550
Closed -$1.05M – 580
2014
Q2 		$1.05M Sell
18,550
-2,801
-13% -$168K 0.02% 221
2014
Q1 		$1.3M Sell
21,351
-5,549
-21% -$308K 0.03% 208
2013
Q4 		$1.49M Hold
26,900
– – 0.03% 212
2013
Q3 		$1.56M Buy
+26,900
New +$1.43M 0.04% 204

Other funds holding THO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Thor Industries (THO) in Q3 2014, closing a stake of 18,550 shares — an estimated $1.05M sold.

Rockefeller Financial Services first reported a position in THO in Q3 2013 and held it in 4 quarters. The position peaked at $1.56M in Q3 2013. 237 funds tracked by Wall St. Rank hold THO as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Thor Industries position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 18,550 Thor Industries shares in Q3 2014, an estimated $1.05M.
  • Rockefeller Financial Services first reported a position in Thor Industries in Q3 2013 and held it in 4 quarters.
  • Rockefeller Financial Services's Thor Industries position peaked at $1.56M in Q3 2013.
  • 237 funds tracked by Wall St. Rank held Thor Industries as of Q3 2014.

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