Rockefeller Financial Services’s Celanese CE Stock Holding History

Rockefeller Financial Services’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-140	Closed	-$13K	–	448
2017 Q1	$13K	Sell	140 -28	-17%	-$2.44K	﹤0.01%	434
2016 Q4	$13K	Buy	168 +140	+500%	+$10.5K	﹤0.01%	461
2016 Q3	$2K	Hold	28	–	–	﹤0.01%	453
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	465
2016 Q1	$2K	Hold	28	–	–	﹤0.01%	600
2015 Q4	$2K	Buy	+28	New	+$1.9K	﹤0.01%	523
2015 Q3	–	Sell	-10,718	Closed	-$770K	–	515
2015 Q2	$770K	Sell	10,718 -10,060	-48%	-$670K	0.02%	213
2015 Q1	$1.16M	Hold	20,778	–	–	0.03%	186
2014 Q4	$1.25M	Hold	20,778	–	–	0.03%	186
2014 Q3	$1.22M	Sell	20,778 -3,430	-14%	-$211K	0.03%	194
2014 Q2	$1.56M	Sell	24,208 -9,094	-27%	-$552K	0.04%	195
2014 Q1	$1.85M	Sell	33,302 -8,903	-21%	-$474K	0.04%	187
2013 Q4	$2.33M	Sell	42,205 -7,090	-14%	-$393K	0.05%	185
2013 Q3	$2.6M	Sell	49,295 -71,507	-59%	-$3.5M	0.06%	175
2013 Q2	$5.41M	Buy	+120,802	New	+$5.68M	0.13%	149

Other funds holding CE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rockefeller Financial Services's CE Position: Q2 2017 in Review

Rockefeller Financial Services sold out of Celanese (CE) in Q2 2017, closing a stake of 140 shares — an estimated $13K sold.

Rockefeller Financial Services first reported a position in CE in Q2 2013 and held it in 15 quarters. The position peaked at $5.41M in Q2 2013. 453 funds tracked by Wall St. Rank hold CE as of Q2 2017.

Rockefeller Financial Services reported no remaining Celanese position as of Q2 2017 after selling out during the quarter.
Rockefeller Financial Services sold 140 Celanese shares in Q2 2017, an estimated $13K.
Rockefeller Financial Services first reported a position in Celanese in Q2 2013 and held it in 15 quarters.
Rockefeller Financial Services's Celanese position peaked at $5.41M in Q2 2013.
453 funds tracked by Wall St. Rank held Celanese as of Q2 2017.

Based on Rockefeller Financial Services's 13F filing for Q2 2017, filed 18 Jul 2017.