Rockefeller Financial Services’s Verisk Analytics VRSK Stock Holding History

Rockefeller Financial Services’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$364K	Hold	3,794	–	–	0.01%	305
2017 Q3	$316K	Hold	3,794	–	–	0.01%	299
2017 Q2	$320K	Buy	3,794 +772	+26%	+$62.5K	0.01%	262
2017 Q1	$245K	Hold	3,022	–	–	﹤0.01%	292
2016 Q4	$245K	Hold	3,022	–	–	0.01%	306
2016 Q3	$246K	Hold	3,022	–	–	0.01%	294
2016 Q2	$245K	Hold	3,022	–	–	﹤0.01%	307
2016 Q1	$242K	Hold	3,022	–	–	﹤0.01%	307
2015 Q4	$232K	Hold	3,022	–	–	﹤0.01%	325
2015 Q3	$223K	Hold	3,022	–	–	﹤0.01%	319
2015 Q2	$220K	Hold	3,022	–	–	﹤0.01%	309
2015 Q1	$216K	Hold	3,022	–	–	﹤0.01%	318
2014 Q4	$194K	Buy	+3,022	New	+$188K	﹤0.01%	306

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Rockefeller Financial Services's VRSK Position: Q4 2017 in Review

Rockefeller Financial Services held its Verisk Analytics (VRSK) position steady in Q4 2017 at 3,794 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #305.

Rockefeller Financial Services first reported a position in VRSK in Q4 2014 and has held it in 13 quarters since. 526 funds tracked by Wall St. Rank hold VRSK as of Q4 2017.

Rockefeller Financial Services held 3,794 shares of Verisk Analytics worth $364K as of Q4 2017.
Rockefeller Financial Services left its Verisk Analytics share count unchanged in Q4 2017.
Verisk Analytics made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #305 holding.
Rockefeller Financial Services first reported a position in Verisk Analytics in Q4 2014 and has held it in 13 quarters since.
526 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.