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Rockefeller Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Rockefeller Financial Services’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,456
Closed -$70K – 550
2014
Q4 		$70K Buy
+1,456
New +$67K ﹤0.01% 375

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JMPWA
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UBS AM
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Rockefeller Financial Services's VTWO Position: Q1 2015 in Review

Rockefeller Financial Services sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2015, closing a stake of 1,456 shares — an estimated $70K sold.

Rockefeller Financial Services first reported a position in VTWO in Q4 2014 and held it in 1 quarter. The position peaked at $70K in Q4 2014. 61 funds tracked by Wall St. Rank hold VTWO as of Q1 2015.

  • Rockefeller Financial Services reported no remaining Vanguard Russell 2000 ETF position as of Q1 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,456 Vanguard Russell 2000 ETF shares in Q1 2015, an estimated $70K.
  • Rockefeller Financial Services first reported a position in Vanguard Russell 2000 ETF in Q4 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Vanguard Russell 2000 ETF position peaked at $70K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2015.

Based on Rockefeller Financial Services's 13F filing for Q1 2015, filed 5 May 2015.