Rockefeller Financial Services’s Mohawk Industries MHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$192K	Hold	695	–	–	﹤0.01%	342
2017 Q3	$172K	Hold	695	–	–	﹤0.01%	347
2017 Q2	$168K	Sell	695 -700	-50%	-$165K	﹤0.01%	308
2017 Q1	$320K	Hold	1,395	–	–	0.01%	272
2016 Q4	$279K	Hold	1,395	–	–	0.01%	295
2016 Q3	$279K	Hold	1,395	–	–	0.01%	287
2016 Q2	$265K	Hold	1,395	–	–	0.01%	303
2016 Q1	$266K	Hold	1,395	–	–	0.01%	301
2015 Q4	$264K	Hold	1,395	–	–	0.01%	314
2015 Q3	$254K	Hold	1,395	–	–	0.01%	311
2015 Q2	$266K	Sell	1,395 -53	-4%	-$9.8K	0.01%	292
2015 Q1	$269K	Sell	1,448 -167	-10%	-$28.9K	0.01%	299
2014 Q4	$251K	Sell	1,615 -720	-31%	-$103K	0.01%	289
2014 Q3	$315K	Hold	2,335	–	–	0.01%	289
2014 Q2	$323K	Sell	2,335 -40	-2%	-$5.41K	0.01%	304
2014 Q1	$323K	Hold	2,375	–	–	0.01%	298
2013 Q4	$354K	Hold	2,375	–	–	0.01%	299
2013 Q3	$309K	Hold	2,375	–	–	0.01%	302
2013 Q2	$267K	Buy	+2,375	New	+$268K	0.01%	299

Other funds holding MHK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Financial Services's MHK Position: Q4 2017 in Review

Rockefeller Financial Services held its Mohawk Industries (MHK) position steady in Q4 2017 at 695 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Rockefeller Financial Services first reported a position in MHK in Q2 2013 and has held it in 19 quarters since. The position peaked at $354K in Q4 2013. 606 funds tracked by Wall St. Rank hold MHK as of Q4 2017.

Rockefeller Financial Services held 695 shares of Mohawk Industries worth $192K as of Q4 2017.
Rockefeller Financial Services left its Mohawk Industries share count unchanged in Q4 2017.
Mohawk Industries made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #342 holding.
Rockefeller Financial Services first reported a position in Mohawk Industries in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Mohawk Industries position peaked at $354K in Q4 2013.
606 funds tracked by Wall St. Rank held Mohawk Industries as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.