Rockefeller Financial Services’s Vanguard FTSE Europe ETF VGK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$252K	Hold	4,268	–	–	﹤0.01%	328
2017 Q3	$249K	Buy	4,268 +2,144	+101%	+$122K	﹤0.01%	316
2017 Q2	$117K	Hold	2,124	–	–	﹤0.01%	332
2017 Q1	$110K	Hold	2,124	–	–	﹤0.01%	350
2016 Q4	$102K	Hold	2,124	–	–	﹤0.01%	374
2016 Q3	$104K	Buy	+2,124	New	+$102K	﹤0.01%	347

Other funds holding VGK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Rockefeller Financial Services held its Vanguard FTSE Europe ETF (VGK) position steady in Q4 2017 at 4,268 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Rockefeller Financial Services first reported a position in VGK in Q3 2016 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold VGK as of Q4 2017.

Rockefeller Financial Services held 4,268 shares of Vanguard FTSE Europe ETF worth $252K as of Q4 2017.
Rockefeller Financial Services left its Vanguard FTSE Europe ETF share count unchanged in Q4 2017.
Vanguard FTSE Europe ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #328 holding.
Rockefeller Financial Services first reported a position in Vanguard FTSE Europe ETF in Q3 2016 and has held it in 6 quarters since.
563 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2017.

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