GGPS
AVX

Gary Goldberg Planning Services’s AVX Corporation AVX Stock Holding History

Gary Goldberg Planning Services’s Portfolio AVX Stock Details AVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$49K Buy
3,501
+12
+0.3% +$165 0.02% 220
2014
Q3 		$46K Sell
3,489
-93
-3% -$1.25K 0.02% 240
2014
Q2 		$48K Buy
+3,582
New +$47.5K 0.02% 228

Other funds holding AVX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Gary Goldberg Planning Services increased its AVX Corporation (AVX) stake by 0.34% in Q4 2014, buying an estimated $165 and bringing the position to 3,501 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #220.

Gary Goldberg Planning Services first reported a position in AVX in Q2 2014 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold AVX as of Q4 2014.

  • Gary Goldberg Planning Services held 3,501 shares of AVX Corporation worth $49K as of Q4 2014.
  • Gary Goldberg Planning Services bought 12 AVX Corporation shares in Q4 2014, an estimated $165.
  • AVX Corporation made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #220 holding.
  • Gary Goldberg Planning Services first reported a position in AVX Corporation in Q2 2014 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held AVX Corporation as of Q4 2014.

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