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Rockefeller Financial Services’s USA Compression Partners USAC Stock Holding History

Rockefeller Financial Services’s Portfolio USAC Stock Details USAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,350
Closed -$130K – 512
2014
Q3 		$130K Hold
5,350
– – ﹤0.01% 350
2014
Q2 		$137K Buy
5,350
+2,250
+73% +$58.6K ﹤0.01% 362
2014
Q1 		$81K Hold
3,100
– – ﹤0.01% 404
2013
Q4 		$83K Hold
3,100
– – ﹤0.01% 394
2013
Q3 		$74K Buy
+3,100
New +$75.8K ﹤0.01% 397

Other funds holding USAC

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RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rockefeller Financial Services's USAC Position: Q4 2014 in Review

Rockefeller Financial Services sold out of USA Compression Partners (USAC) in Q4 2014, closing a stake of 5,350 shares — an estimated $130K sold.

Rockefeller Financial Services first reported a position in USAC in Q3 2013 and held it in 5 quarters. The position peaked at $137K in Q2 2014. 56 funds tracked by Wall St. Rank hold USAC as of Q4 2014.

  • Rockefeller Financial Services reported no remaining USA Compression Partners position as of Q4 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 5,350 USA Compression Partners shares in Q4 2014, an estimated $130K.
  • Rockefeller Financial Services first reported a position in USA Compression Partners in Q3 2013 and held it in 5 quarters.
  • Rockefeller Financial Services's USA Compression Partners position peaked at $137K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held USA Compression Partners as of Q4 2014.

Based on Rockefeller Financial Services's 13F filing for Q4 2014, filed 28 Jan 2015.