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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$31K	Sell	500 -26	-5%	-$1.85K	0.01%	265
2014 Q3	$49K	Buy	526 +26	+5%	+$2.58K	0.02%	225
2014 Q2	$50K	Hold	500	–	–	0.02%	219
2014 Q1	$41K	Hold	500	–	–	0.02%	226
2013 Q4	$43K	Hold	500	–	–	0.03%	209
2013 Q3	$43K	Hold	500	–	–	0.03%	210
2013 Q2	$42K	Buy	+500	New	+$39.7K	0.03%	200

Other funds holding APA

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Gary Goldberg Planning Services reduced its APA Corp (APA) stake by 4.9% in Q4 2014, selling an estimated $1.85K and leaving 500 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #265.

Gary Goldberg Planning Services first reported a position in APA in Q2 2013 and has held it in 7 quarters since. The position peaked at $50K in Q2 2014. 877 funds tracked by Wall St. Rank hold APA as of Q4 2014.

Gary Goldberg Planning Services held 500 shares of APA Corp worth $31K as of Q4 2014.
Gary Goldberg Planning Services sold 26 APA Corp shares in Q4 2014, an estimated $1.85K.
APA Corp made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #265 holding.
Gary Goldberg Planning Services first reported a position in APA Corp in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's APA Corp position peaked at $50K in Q2 2014.
877 funds tracked by Wall St. Rank held APA Corp as of Q4 2014.

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