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Rockefeller Financial Services’s Xerox XRX Stock Holding History

Rockefeller Financial Services’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-110
Closed -$4K – 595
2014
Q2 		$4K Buy
+110
New +$3.5K ﹤0.01% 544

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Macquarie Group
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T. Rowe Price Associates
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BIT
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AllianceBernstein
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Rockefeller Financial Services's XRX Position: Q3 2014 in Review

Rockefeller Financial Services sold out of Xerox (XRX) in Q3 2014, closing a stake of 110 shares — an estimated $4K sold.

Rockefeller Financial Services first reported a position in XRX in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 564 funds tracked by Wall St. Rank hold XRX as of Q3 2014.

  • Rockefeller Financial Services reported no remaining Xerox position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 110 Xerox shares in Q3 2014, an estimated $4K.
  • Rockefeller Financial Services first reported a position in Xerox in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's Xerox position peaked at $4K in Q2 2014.
  • 564 funds tracked by Wall St. Rank held Xerox as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.