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Gary Goldberg Planning Services’s Apple AAPL Stock Holding History

Gary Goldberg Planning Services’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$5.82M Sell
210,732
-9,396
-4% -$256K 2.44% 12
2014
Q3 		$5.54M Buy
220,128
+1,184
+0.5% +$29.1K 2.31% 14
2014
Q2 		$5.09M Buy
218,944
+1,356
+0.6% +$28.9K 2.24% 15
2014
Q1 		$4.17M Buy
217,588
+8,148
+4% +$155K 2.04% 15
2013
Q4 		$4.2M Sell
209,440
-32,060
-13% -$606K 2.44% 12
2013
Q3 		$4.11M Sell
241,500
-21,028
-8% -$349K 2.5% 12
2013
Q2 		$3.72M Buy
+262,528
New +$4.04M 2.37% 16

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's AAPL Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Apple (AAPL) stake by 4.3% in Q4 2014, selling an estimated $256K and leaving 210,732 shares worth $5.82M. The position accounts for 2.44% of the portfolio, ranked #12.

Gary Goldberg Planning Services first reported a position in AAPL in Q2 2013 and has held it in 7 quarters since. 2,294 funds tracked by Wall St. Rank hold AAPL as of Q4 2014.

  • Gary Goldberg Planning Services held 210,732 shares of Apple worth $5.82M as of Q4 2014.
  • Gary Goldberg Planning Services sold 9,396 Apple shares in Q4 2014, an estimated $256K.
  • Apple made up 2.44% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #12 holding.
  • Gary Goldberg Planning Services first reported a position in Apple in Q2 2013 and has held it in 7 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Apple as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.