David Rolfe

David Rolfe

Last Update: 02-17-2015

Number of Stocks: 22
Number of New Stocks: 1

Total Value: $7,417 Mil
Q/Q Turnover: 16%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Rolfe Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


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David Rolfe's Profile:

David Rolfe has been managing Wedgewood's portfolio for 18 years. He studied at University of Missouri and received a degree of B.S.B.A. in Finance/Economics in 1984.



David Rolfe's Performance:

Average Annual Return of Wedgewood Partners
5 Yrs 10 Yrs Since Inception
25.2% 9.5% 12.2%
» More Profile & Performance

David Rolfe's Current Portfolio:


Ticker Shares Value ($1000)
Premium0613,512
Premium0600,213
Premium0560,522
Premium0521,425
Premium0476,186
Premium0382,360
Premium0371,660
Premium0374,154
Premium0353,473
Premium0311,027
» More Current Portfolio

David Rolfe's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 154 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Financial Services 17.2% 17.2%
Healthcare 14.6% 14.6%
Industrials 12.6% 12.6%
Consumer Cyclical 12% 12%
Technology 11.5% 11.5%
Consumer Defensive 3.5% 3.5%
» More Sector Weightings

David Rolfe's News:

» More Related News


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