ROCKEFELLER FINANCIAL SERVICES INC Information

10 ROCKEFELLER PLAZA, NEW YORK, New York, 10020, (212) 549-5471

Report Date: 09/30/2014

Position Statistics

Total Positions 663
New Positions 26
Increased Positions 133
Decreased Positions 357
Positions with Activity 490
Sold Out Positions 170
Total Mkt Value (in $ millions) 4,672

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.81%
Capital Goods 0.71%
Conglomerates 0.07%
Consumer Cyclical 4.07%
Consumer/Non-Cyclical 1.92%
Energy 12.46%
Financial 20.62%
Healthcare 14.61%
Services 19.81%
Technology 19.72%
Transportation 2.92%
Utilities 0.91%

133 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMBEV SA SPONSORED ADR 151 151 New 25,000
PLUM CREEK TIMBER CO INC COM 130 130 New 3,000
ALKERMES PLC SHS 117 58 100 2,020
YAHOO INC COM 112 24 27.02 2,205
BB&T CORP COM 105 105 New 2,680
EAGLE BANCORP INC MD COM 101 101 New 2,792
AETNA INC NEW COM 90 90 New 1,000
FOUNDATION MEDICINE INC COM 68 68 New 2,850
OMNICOM GROUP INC COM 46 46 New 600
PANDORA MEDIA INC COM 37 19 100 2,052
ROCKET FUEL INC COM 35 18 100 2,068
TRANSOCEAN LTD REG SHS 4 4 New 199
COMMUNITY HEALTH SYS INC NEW COM 2 2 New 31


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