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Gary Goldberg Planning Services’s Accenture ACN Stock Holding History

Gary Goldberg Planning Services’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$361K Buy
4,045
+3,988
+6,996% +$331K 0.15% 76
2014
Q3 		$5K Buy
+57
New +$4.57K ﹤0.01% 407
2014
Q2 		– Sell
-2
Closed – – 399
2014
Q1 		$0 Buy
+2
New +$164 ﹤0.01% 386

Other funds holding ACN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Accenture (ACN) stake by 6,996% in Q4 2014, buying an estimated $331K and bringing the position to 4,045 shares worth $361K. The position accounts for 0.15% of the portfolio, ranked #76.

Gary Goldberg Planning Services first reported a position in ACN in Q1 2014 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold ACN as of Q4 2014.

  • Gary Goldberg Planning Services held 4,045 shares of Accenture worth $361K as of Q4 2014.
  • Gary Goldberg Planning Services bought 3,988 Accenture shares in Q4 2014, an estimated $331K.
  • Accenture made up 0.15% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #76 holding.
  • Gary Goldberg Planning Services first reported a position in Accenture in Q1 2014 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held Accenture as of Q4 2014.

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