Gary Goldberg Planning Services’s AstraZeneca AZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$23K	Buy	321 +170	+113%	+$12.2K	0.01%	287
2014 Q3	$11K	Hold	151	–	–	﹤0.01%	368
2014 Q2	$11K	Sell	151 -32,884	-100%	-$2.38M	﹤0.01%	342
2014 Q1	$2.14M	Sell	33,035 -2,827	-8%	-$183K	1.05%	29
2013 Q4	$2.13M	Sell	35,862 -1,982	-5%	-$108K	1.24%	23
2013 Q3	$1.97M	Buy	37,844 +3,844	+11%	+$193K	1.19%	22
2013 Q2	$1.61M	Buy	+34,000	New	+$1.73M	1.03%	29

Other funds holding AZN

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its AstraZeneca (AZN) stake by 113% in Q4 2014, buying an estimated $12.2K and bringing the position to 321 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #287.

Gary Goldberg Planning Services first reported a position in AZN in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.14M in Q1 2014. 403 funds tracked by Wall St. Rank hold AZN as of Q4 2014.

Gary Goldberg Planning Services held 321 shares of AstraZeneca worth $23K as of Q4 2014.
Gary Goldberg Planning Services bought 170 AstraZeneca shares in Q4 2014, an estimated $12.2K.
AstraZeneca made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #287 holding.
Gary Goldberg Planning Services first reported a position in AstraZeneca in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's AstraZeneca position peaked at $2.14M in Q1 2014.
403 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2014.

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