ROCKEFELLER FINANCIAL SERVICES INC

13F Filings History

Latest 13F report
Q4 2017 - Feb 2, 2018
Value $
$6.34B
Signature - Title
Timothy McCarthy - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by ROCKEFELLER FINANCIAL SERVICES INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROCKEFELLER FINANCIAL SERVICES INC reported 519 stock holdings with total value $6.34B as of Q4 2017. Top holdings included LUV, CMCSA, JPM, GOOG, and V.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2017 519 $6.34B +$1.35B -$578M +$772M LUV, CMCSA, JPM, GOOG, V 13F-HR 2/2/2018, 02:37 PM
Q3 2017 528 $5.25B +$239M -$221M +$17.9M META, LUV, JPM, GOOG, V 13F-HR 10/20/2017, 03:41 PM
Q2 2017 446 $5.04B +$187M -$398M -$211M LUV, JPM, META, ORCL, GOOG 13F-HR 7/18/2017, 01:26 PM
Q1 2017 466 $5.01B +$165M -$391M -$226M LUV, JPM, META, GOOG, V 13F-HR 4/28/2017, 12:08 PM
Q4 2016 506 $4.92B +$529M -$448M +$81.1M JPM, LUV, GOOG, CVS, V 13F-HR 1/19/2017, 02:12 PM
Q3 2016 457 $4.79B +$371M -$859M -$487M MSFT, JPM, CVS, V, ORCL 13F-HR 10/28/2016, 11:07 AM
Q2 2016 471 $5B +$348M -$548M -$200M JPM, MSFT, ORCL, V, RGA 13F-HR 7/20/2016, 12:43 PM
Q1 2016 607 $5.15B +$474M -$461M +$12.5M MSFT, AAPL, JPM, ORCL, GOOG 13F-HR 4/28/2016, 02:05 PM
Q4 2015 534 $5.15B +$646M -$632M +$14.2M MSFT, JPM, GOOG, ORCL, WEC 13F-HR 2/3/2016, 04:08 PM
Q3 2015 511 $4.92B +$862M -$324M +$537M JPM, MSFT, ORCL, V, CVS 13F-HR 10/23/2015, 09:35 AM
Q2 2015 461 $4.83B +$420M -$233M +$187M JPM, MSFT, ORCL, WFC, ESRX 13F-HR 7/14/2015, 10:27 AM
Q1 2015 514 $4.63B +$512M -$409M +$103M JPM, ORCL, V, CVX, WFC 13F-HR 5/5/2015, 12:11 PM
Q4 2014 475 $4.56B +$462M -$520M -$57.7M ORCL, JPM, WFC, CVX, MSFT 13F-HR 1/28/2015, 12:37 PM
Q3 2014 483 $4.49B +$520M -$457M +$62.7M JPM, CVX, MSFT, ORCL, NVS 13F-HR 11/5/2014, 10:56 AM
Q2 2014 626 $4.45B +$524M -$870M -$346M JPM, MSFT, TD, CHL, MRK 13F-HR 7/25/2014, 02:28 PM
Q1 2014 506 $4.62B +$404M -$453M -$48.9M JPM, CVX, MSFT, MRK, XOM 13F-HR 5/5/2014, 11:13 AM
Q4 2013 506 $4.63B $0 $0 GOOGL, CVX, MSFT, JPM, XOM 13F-HR 2/3/2014, 12:41 PM