Gary Goldberg Planning Services’s Abbott ABT Stock Holding History

Gary Goldberg Planning Services’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$266K	Buy	5,904 +7	+0.1%	+$305	0.11%	92
2014 Q3	$245K	Buy	5,897 +74	+1%	+$3.13K	0.1%	102
2014 Q2	$238K	Sell	5,823 -7	-0.1%	-$275	0.1%	104
2014 Q1	$225K	Buy	5,830 +793	+16%	+$30.6K	0.11%	99
2013 Q4	$193K	Sell	5,037 -1,476	-23%	-$54.4K	0.11%	96
2013 Q3	$216K	Buy	6,513 +12	+0.2%	+$421	0.13%	88
2013 Q2	$227K	Buy	+6,501	New	+$238K	0.14%	77

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Abbott (ABT) stake by 0.12% in Q4 2014, buying an estimated $305 and bringing the position to 5,904 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #92.

Gary Goldberg Planning Services first reported a position in ABT in Q2 2013 and has held it in 7 quarters since. 1,480 funds tracked by Wall St. Rank hold ABT as of Q4 2014.

Gary Goldberg Planning Services held 5,904 shares of Abbott worth $266K as of Q4 2014.
Gary Goldberg Planning Services bought 7 Abbott shares in Q4 2014, an estimated $305.
Abbott made up 0.11% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #92 holding.
Gary Goldberg Planning Services first reported a position in Abbott in Q2 2013 and has held it in 7 quarters since.
1,480 funds tracked by Wall St. Rank held Abbott as of Q4 2014.

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