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Rockefeller Financial Services’s W.R. Berkley WRB Stock Holding History

Rockefeller Financial Services’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$73K Hold
3,459
– – ﹤0.01% 397
2017
Q3 		$68K Buy
+3,459
New +$69.3K ﹤0.01% 404

Other funds holding WRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Rockefeller Financial Services held its W.R. Berkley (WRB) position steady in Q4 2017 at 3,459 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Rockefeller Financial Services first reported a position in WRB in Q3 2017 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold WRB as of Q4 2017.

  • Rockefeller Financial Services held 3,459 shares of W.R. Berkley worth $73K as of Q4 2017.
  • Rockefeller Financial Services left its W.R. Berkley share count unchanged in Q4 2017.
  • W.R. Berkley made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #397 holding.
  • Rockefeller Financial Services first reported a position in W.R. Berkley in Q3 2017 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2017.

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