• 13F History

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 514 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 514 $6.34B +$1.37B -$545M +$824M LUV, CMCSA, JPM, GOOG, V 13F-HR 2/2/2018, 01:37 PM
Q3 2017 522 $5.25B +$239M -$214M +$25.1M META, LUV, JPM, GOOG, V 13F-HR 10/20/2017, 03:41 PM
Q2 2017 442 $5.04B +$187M -$387M -$199M LUV, JPM, META, ORCL, GOOG 13F-HR 7/18/2017, 01:26 PM
Q1 2017 460 $5.01B +$165M -$250M -$84.9M LUV, JPM, META, GOOG, V 13F-HR 4/28/2017, 12:08 PM
Q4 2016 504 $4.92B +$529M -$430M +$99.6M JPM, LUV, GOOG, CVS, V 13F-HR 1/19/2017, 01:12 PM
Q3 2016 455 $4.79B +$371M -$791M -$420M MSFT, JPM, CVS, V, ORCL 13F-HR 10/28/2016, 11:07 AM
Q2 2016 469 $5B +$348M -$463M -$115M JPM, MSFT, ORCL, V, RGA 13F-HR 7/20/2016, 12:43 PM
Q1 2016 602 $5.15B +$474M -$384M +$90.6M MSFT, AAPL, JPM, ORCL, GOOG 13F-HR 4/28/2016, 02:05 PM
Q4 2015 528 $5.15B +$646M -$358M +$288M MSFT, JPM, GOOG, ORCL, WEC 13F-HR 2/3/2016, 03:08 PM
Q3 2015 507 $4.92B +$862M -$316M +$546M JPM, MSFT, ORCL, V, CVS 13F-HR 10/23/2015, 09:35 AM
Q2 2015 459 $4.83B +$420M -$225M +$195M JPM, MSFT, ORCL, WFC, ESRX 13F-HR 7/14/2015, 10:27 AM
Q1 2015 509 $4.63B +$512M -$303M +$210M JPM, ORCL, V, CVX, WFC 13F-HR 5/5/2015, 12:11 PM
Q4 2014 472 $4.56B +$462M -$347M +$116M ORCL, JPM, WFC, CVX, MSFT 13F-HR 1/28/2015, 11:37 AM
Q3 2014 480 $4.49B +$549M -$337M +$212M JPM, CVX, MSFT, ORCL, NVS 13F-HR 11/5/2014, 09:56 AM
Q2 2014 596 $4.45B +$524M -$565M -$41M JPM, MSFT, TD, CHL, MRK 13F-HR 7/25/2014, 02:28 PM
Q1 2014 505 $4.62B +$404M -$78.2M +$326M JPM, CVX, MSFT, MRK, XOM 13F-HR 5/5/2014, 11:13 AM
Q4 2013 503 $4.63B GOOGLXXXX, CVX, MSFT, JPM, XOM 13F-HR 2/3/2014, 11:41 AM