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Rockefeller Financial Services’s Wolfspeed WOLF Stock Holding History

Rockefeller Financial Services’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-126
Closed -$8K – 524
2013
Q2 		$8K Buy
+126
New +$7.38K ﹤0.01% 467

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rockefeller Financial Services's WOLF Position: Q3 2013 in Review

Rockefeller Financial Services sold out of Wolfspeed (WOLF) in Q3 2013, closing a stake of 126 shares — an estimated $8K sold.

Rockefeller Financial Services first reported a position in WOLF in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 381 funds tracked by Wall St. Rank hold WOLF as of Q3 2013.

  • Rockefeller Financial Services reported no remaining Wolfspeed position as of Q3 2013 after selling out during the quarter.
  • Rockefeller Financial Services sold 126 Wolfspeed shares in Q3 2013, an estimated $8K.
  • Rockefeller Financial Services first reported a position in Wolfspeed in Q2 2013 and held it in 1 quarter.
  • Rockefeller Financial Services's Wolfspeed position peaked at $8K in Q2 2013.
  • 381 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2013.

Based on Rockefeller Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.