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RFS
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$187B AUM
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1-Year Est. Return
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$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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