Rockefeller Financial Services’s Vodafone VOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$173K	Hold	5,416	–	–	﹤0.01%	347
2017 Q3	$154K	Hold	5,416	–	–	﹤0.01%	355
2017 Q2	$156K	Hold	5,416	–	–	﹤0.01%	312
2017 Q1	$143K	Sell	5,416 -41,114	-88%	-$1.05M	﹤0.01%	333
2016 Q4	$1.14M	Hold	46,530	–	–	0.02%	184
2016 Q3	$1.36M	Hold	46,530	–	–	0.03%	167
2016 Q2	$1.44M	Hold	46,530	–	–	0.03%	170
2016 Q1	$1.49M	Hold	46,530	–	–	0.03%	165
2015 Q4	$1.5M	Hold	46,530	–	–	0.03%	174
2015 Q3	$1.48M	Hold	46,530	–	–	0.03%	169
2015 Q2	$1.7M	Hold	46,530	–	–	0.04%	159
2015 Q1	$1.52M	Hold	46,530	–	–	0.03%	167
2014 Q4	$1.59M	Hold	46,530	–	–	0.03%	166
2014 Q3	$1.53M	Sell	46,530 -3,737	-7%	-$125K	0.03%	184
2014 Q2	$1.68M	Buy	50,267 +6,098	+14%	+$216K	0.04%	191
2014 Q1	$1.63M	Sell	44,169 -145,948	-77%	-$5.63M	0.04%	197
2013 Q4	$7.62M	Sell	190,117 -2,610,451	-93%	-$98.2M	0.16%	122
2013 Q3	$100M	Buy	2,800,568 +98	+0%	+$3.1K	2.34%	4
2013 Q2	$82.1M	Buy	+2,800,470	New	+$83.5M	1.97%	7

Other funds holding VOD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Rockefeller Financial Services held its Vodafone (VOD) position steady in Q4 2017 at 5,416 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Rockefeller Financial Services first reported a position in VOD in Q2 2013 and has held it in 19 quarters since. The position peaked at $100M in Q3 2013. 708 funds tracked by Wall St. Rank hold VOD as of Q4 2017.

Rockefeller Financial Services held 5,416 shares of Vodafone worth $173K as of Q4 2017.
Rockefeller Financial Services left its Vodafone share count unchanged in Q4 2017.
Vodafone made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #347 holding.
Rockefeller Financial Services first reported a position in Vodafone in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Vodafone position peaked at $100M in Q3 2013.
708 funds tracked by Wall St. Rank held Vodafone as of Q4 2017.

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