RFS
XRM

Rockefeller Financial Services’s Xerium Technologies Inc (new) XRM Stock Holding History

Rockefeller Financial Services’s Portfolio XRM Stock Details XRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,026
Closed -$5K – 546
2017
Q3 		$5K Hold
1,026
– – ﹤0.01% 515
2017
Q2 		$7K Hold
1,026
– – ﹤0.01% 430
2017
Q1 		$7K Hold
1,026
– – ﹤0.01% 449
2016
Q4 		$6K Hold
1,026
– – ﹤0.01% 487
2016
Q3 		$8K Hold
1,026
– – ﹤0.01% 432
2016
Q2 		$7K Hold
1,026
– – ﹤0.01% 447
2016
Q1 		$5K Buy
+1,026
New +$8.35K ﹤0.01% 574

Other funds holding XRM

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
ACM
Archer Capital Management New York $16.2M AUM 17.01% 1-Year Est. Return
BHMP
Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Algert Global San Francisco, California $6.65B AUM 53.68% 1-Year Est. Return

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

Rockefeller Financial Services sold out of Xerium Technologies Inc (new) (XRM) in Q4 2017, closing a stake of 1,026 shares — an estimated $5K sold.

Rockefeller Financial Services first reported a position in XRM in Q1 2016 and held it in 7 quarters. The position peaked at $8K in Q3 2016. 64 funds tracked by Wall St. Rank hold XRM as of Q4 2017.

  • Rockefeller Financial Services reported no remaining Xerium Technologies Inc (new) position as of Q4 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,026 Xerium Technologies Inc (new) shares in Q4 2017, an estimated $5K.
  • Rockefeller Financial Services first reported a position in Xerium Technologies Inc (new) in Q1 2016 and held it in 7 quarters.
  • Rockefeller Financial Services's Xerium Technologies Inc (new) position peaked at $8K in Q3 2016.
  • 64 funds tracked by Wall St. Rank held Xerium Technologies Inc (new) as of Q4 2017.

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