RFS
WBC

Rockefeller Financial Services’s WABCO HOLDINGS INC. WBC Stock Holding History

Rockefeller Financial Services’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-30
Closed -$3K – 523
2014
Q3 		$3K Hold
30
– – ﹤0.01% 473
2014
Q2 		$3K Hold
30
– – ﹤0.01% 551
2014
Q1 		$3K Hold
30
– – ﹤0.01% 498
2013
Q4 		$3K Hold
30
– – ﹤0.01% 496
2013
Q3 		$3K Hold
30
– – ﹤0.01% 492
2013
Q2 		$2K Buy
+30
New +$2.17K ﹤0.01% 492

Other funds holding WBC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Rockefeller Financial Services sold out of WABCO HOLDINGS INC. (WBC) in Q4 2014, closing a stake of 30 shares — an estimated $3K sold.

Rockefeller Financial Services first reported a position in WBC in Q2 2013 and held it in 6 quarters. The position peaked at $3K in Q3 2014. 278 funds tracked by Wall St. Rank hold WBC as of Q4 2014.

  • Rockefeller Financial Services reported no remaining WABCO HOLDINGS INC. position as of Q4 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 30 WABCO HOLDINGS INC. shares in Q4 2014, an estimated $3K.
  • Rockefeller Financial Services first reported a position in WABCO HOLDINGS INC. in Q2 2013 and held it in 6 quarters.
  • Rockefeller Financial Services's WABCO HOLDINGS INC. position peaked at $3K in Q3 2014.
  • 278 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q4 2014.

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