Rockefeller Financial Services’s Tesla TSLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$31K	Hold	1,500	–	–	﹤0.01%	450
2017 Q3	$34K	Hold	1,500	–	–	﹤0.01%	444
2017 Q2	$36K	Hold	1,500	–	–	﹤0.01%	393
2017 Q1	$28K	Hold	1,500	–	–	﹤0.01%	422
2016 Q4	$21K	Hold	1,500	–	–	﹤0.01%	450
2016 Q3	$20K	Hold	1,500	–	–	﹤0.01%	421
2016 Q2	$21K	Hold	1,500	–	–	﹤0.01%	429
2016 Q1	$23K	Hold	1,500	–	–	﹤0.01%	477
2015 Q4	$24K	Hold	1,500	–	–	﹤0.01%	472
2015 Q3	$25K	Buy	+1,500	New	+$25.5K	﹤0.01%	442

Other funds holding TSLA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Rockefeller Financial Services held its Tesla (TSLA) position steady in Q4 2017 at 1,500 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Rockefeller Financial Services first reported a position in TSLA in Q3 2015 and has held it in 10 quarters since. The position peaked at $36K in Q2 2017. 779 funds tracked by Wall St. Rank hold TSLA as of Q4 2017.

Rockefeller Financial Services held 1,500 shares of Tesla worth $31K as of Q4 2017.
Rockefeller Financial Services left its Tesla share count unchanged in Q4 2017.
Tesla made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #450 holding.
Rockefeller Financial Services first reported a position in Tesla in Q3 2015 and has held it in 10 quarters since.
Rockefeller Financial Services's Tesla position peaked at $36K in Q2 2017.
779 funds tracked by Wall St. Rank held Tesla as of Q4 2017.

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