GGPS
ADT

Gary Goldberg Planning Services’s ADT Corp ADT Stock Holding History

Gary Goldberg Planning Services’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1K Hold
28
– – ﹤0.01% 445
2014
Q3 		$1K Buy
+28
New +$993 ﹤0.01% 473

Other funds holding ADT

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Gary Goldberg Planning Services held its ADT Corp (ADT) position steady in Q4 2014 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Gary Goldberg Planning Services first reported a position in ADT in Q3 2014 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold ADT as of Q4 2014.

  • Gary Goldberg Planning Services held 28 shares of ADT Corp worth $1K as of Q4 2014.
  • Gary Goldberg Planning Services left its ADT Corp share count unchanged in Q4 2014.
  • ADT Corp made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #445 holding.
  • Gary Goldberg Planning Services first reported a position in ADT Corp in Q3 2014 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held ADT Corp as of Q4 2014.

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