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Gary Goldberg Planning Services’s AeroVironment AVAV Stock Holding History

Gary Goldberg Planning Services’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,200
Closed -$66K – 452
2014
Q3 		$66K Hold
2,200
– – 0.03% 188
2014
Q2 		$70K Hold
2,200
– – 0.03% 183
2014
Q1 		$89K Buy
2,200
+1,940
+746% +$63.2K 0.04% 165
2013
Q4 		$8K Hold
260
– – ﹤0.01% 298
2013
Q3 		$6K Buy
+260
New +$5.81K ﹤0.01% 313

Other funds holding AVAV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of AeroVironment (AVAV) in Q4 2014, closing a stake of 2,200 shares — an estimated $66K sold.

Gary Goldberg Planning Services first reported a position in AVAV in Q3 2013 and held it in 5 quarters. The position peaked at $89K in Q1 2014. 143 funds tracked by Wall St. Rank hold AVAV as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining AeroVironment position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 2,200 AeroVironment shares in Q4 2014, an estimated $66K.
  • Gary Goldberg Planning Services first reported a position in AeroVironment in Q3 2013 and held it in 5 quarters.
  • Gary Goldberg Planning Services's AeroVironment position peaked at $89K in Q1 2014.
  • 143 funds tracked by Wall St. Rank held AeroVironment as of Q4 2014.

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