Gary Goldberg Planning Services’s Automatic Data Processing ADP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$17K	Sell	200 -28	-12%	-$2.27K	0.01%	306
2014 Q3	$17K	Hold	228	–	–	0.01%	324
2014 Q2	$16K	Sell	228 -3	-1%	-$205	0.01%	307
2014 Q1	$16K	Buy	231 +3	+1%	+$204	0.01%	290
2013 Q4	$16K	Hold	228	–	–	0.01%	261
2013 Q3	$14K	Hold	228	–	–	0.01%	266
2013 Q2	$14K	Buy	+228	New	+$13.6K	0.01%	271

Other funds holding ADP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Automatic Data Processing (ADP) stake by 12% in Q4 2014, selling an estimated $2.27K and leaving 200 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #306.

Gary Goldberg Planning Services first reported a position in ADP in Q2 2013 and has held it in 7 quarters since. 1,081 funds tracked by Wall St. Rank hold ADP as of Q4 2014.

Gary Goldberg Planning Services held 200 shares of Automatic Data Processing worth $17K as of Q4 2014.
Gary Goldberg Planning Services sold 28 Automatic Data Processing shares in Q4 2014, an estimated $2.27K.
Automatic Data Processing made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #306 holding.
Gary Goldberg Planning Services first reported a position in Automatic Data Processing in Q2 2013 and has held it in 7 quarters since.
1,081 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2014.

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