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Rockefeller Financial Services’s WPP WPP Stock Holding History

Rockefeller Financial Services’s Portfolio WPP Stock Details WPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-328
Closed -$38K – 586
2016
Q1 		$38K Buy
328
+112
+52% +$12.1K ﹤0.01% 447
2015
Q4 		$25K Hold
216
– – ﹤0.01% 469
2015
Q3 		$22K Buy
+216
New +$23.6K ﹤0.01% 450
2014
Q3 		– Sell
-483
Closed -$53K – 592
2014
Q2 		$53K Buy
+483
New +$51.4K ﹤0.01% 408

Other funds holding WPP

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Rockefeller Financial Services's WPP Position: Q2 2016 in Review

Rockefeller Financial Services sold out of WPP (WPP) in Q2 2016, closing a stake of 328 shares — an estimated $38K sold.

Rockefeller Financial Services first reported a position in WPP in Q2 2014 and held it in 4 quarters. The position peaked at $53K in Q2 2014. 231 funds tracked by Wall St. Rank hold WPP as of Q2 2016.

  • Rockefeller Financial Services reported no remaining WPP position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 328 WPP shares in Q2 2016, an estimated $38K.
  • Rockefeller Financial Services first reported a position in WPP in Q2 2014 and held it in 4 quarters.
  • Rockefeller Financial Services's WPP position peaked at $53K in Q2 2014.
  • 231 funds tracked by Wall St. Rank held WPP as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.