Gary Goldberg Planning Services’s Archer Daniels Midland ADM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$163K	Sell	3,128 -78	-2%	-$3.89K	0.07%	114
2014 Q3	$164K	Sell	3,206 -9	-0.3%	-$441	0.07%	123
2014 Q2	$142K	Sell	3,215 -52	-2%	-$2.3K	0.06%	129
2014 Q1	$142K	Buy	3,267 +1,450	+80%	+$59.8K	0.07%	125
2013 Q4	$79K	Sell	1,817 -467	-20%	-$18.9K	0.05%	155
2013 Q3	$84K	Buy	2,284 +12	+0.5%	+$437	0.05%	148
2013 Q2	$77K	Buy	+2,272	New	+$75.8K	0.05%	144

Other funds holding ADM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Archer Daniels Midland (ADM) stake by 2.4% in Q4 2014, selling an estimated $3.89K and leaving 3,128 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #114.

Gary Goldberg Planning Services first reported a position in ADM in Q2 2013 and has held it in 7 quarters since. The position peaked at $164K in Q3 2014. 734 funds tracked by Wall St. Rank hold ADM as of Q4 2014.

Gary Goldberg Planning Services held 3,128 shares of Archer Daniels Midland worth $163K as of Q4 2014.
Gary Goldberg Planning Services sold 78 Archer Daniels Midland shares in Q4 2014, an estimated $3.89K.
Archer Daniels Midland made up 0.07% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #114 holding.
Gary Goldberg Planning Services first reported a position in Archer Daniels Midland in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Archer Daniels Midland position peaked at $164K in Q3 2014.
734 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2014.

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