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Gary Goldberg Planning Services’s Agilent Technologies A Stock Holding History

Gary Goldberg Planning Services’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8
Closed – – 398
2014
Q1 		$0 Buy
+8
New +$329 ﹤0.01% 385

Other funds holding A

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Gary Goldberg Planning Services's A Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Agilent Technologies (A) in Q2 2014, closing a stake of 8 shares.

Gary Goldberg Planning Services first reported a position in A in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 591 funds tracked by Wall St. Rank hold A as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Agilent Technologies position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 8 Agilent Technologies shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Agilent Technologies in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Agilent Technologies position peaked at $0 in Q1 2014.
  • 591 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.