RFS
X

Rockefeller Financial Services’s US Steel X Stock Holding History

Rockefeller Financial Services’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-300
Closed -$8K – 536
2017
Q3 		$8K Hold
300
– – ﹤0.01% 509
2017
Q2 		$7K Hold
300
– – ﹤0.01% 429
2017
Q1 		$10K Hold
300
– – ﹤0.01% 444
2016
Q4 		$10K Hold
300
– – ﹤0.01% 470
2016
Q3 		$6K Hold
300
– – ﹤0.01% 439
2016
Q2 		$5K Hold
300
– – ﹤0.01% 451
2016
Q1 		$5K Hold
300
– – ﹤0.01% 571
2015
Q4 		$2K Hold
300
– – ﹤0.01% 526
2015
Q3 		$3K Buy
+300
New +$5.02K ﹤0.01% 501
2013
Q4 		– Sell
-8,140
Closed -$168K – 529
2013
Q3 		$168K Hold
8,140
– – ﹤0.01% 349
2013
Q2 		$143K Buy
+8,140
New +$144K ﹤0.01% 358

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Rockefeller Financial Services sold out of US Steel (X) in Q4 2017, closing a stake of 300 shares — an estimated $8K sold.

Rockefeller Financial Services first reported a position in X in Q2 2013 and held it in 11 quarters. The position peaked at $168K in Q3 2013. 390 funds tracked by Wall St. Rank hold X as of Q4 2017.

  • Rockefeller Financial Services reported no remaining US Steel position as of Q4 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 300 US Steel shares in Q4 2017, an estimated $8K.
  • Rockefeller Financial Services first reported a position in US Steel in Q2 2013 and held it in 11 quarters.
  • Rockefeller Financial Services's US Steel position peaked at $168K in Q3 2013.
  • 390 funds tracked by Wall St. Rank held US Steel as of Q4 2017.

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