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ROCKEFELLER FINANCIAL SERVICES INC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROCKEFELLER FINANCIAL SERVICES INC on AXP, newest first. How the timeline and the estimate are built.

ROCKEFELLER FINANCIAL SERVICES INC held 40,000 AXP shares at 2017-12-31 per its 13F-HR filed 2018-02-02.

the latest 13F is the newest step

  1. period ended2017-12-31
    13F 40,000 shares
    Change vs previous 13F +39,272 shares

    0.06% of the 13F portfolio, value $3,972,000.

    13F-HR 0000869878-18-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-09-30
    13F 728 shares
    Change vs previous 13F +728 shares

    <0.01% of the 13F portfolio, value $66,000.

    13F-HR 0000869878-17-000031 filed by ROCKEFELLER FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2017-03-31
    13F 0 shares
    Change vs previous 13F -48 shares

    13F-HR 0000869878-17-000008 filed by ROCKEFELLER FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2016-12-31
    13F 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,000.

    13F-HR 0000315123-17-000009 filed by ROCKEFELLER FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-09-30
    13F 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,000.

    13F-HR 0000315123-16-000074 filed by ROCKEFELLER FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-06-30
    13F 48 shares
    Change vs previous 13F -372 shares

    <0.01% of the 13F portfolio, value $3,000.

    13F-HR 0000315123-16-000065 filed by ROCKEFELLER FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2016-03-31
    13F 420 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,000.

    13F-HR 0000315123-16-000056 filed by ROCKEFELLER FINANCIAL SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).