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Gary Goldberg Planning Services’s Boeing BA Stock Holding History

Gary Goldberg Planning Services’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$904K Buy
6,955
+3,429
+97% +$435K 0.38% 48
2014
Q3 		$449K Buy
3,526
+1,736
+97% +$219K 0.19% 73
2014
Q2 		$228K Buy
1,790
+398
+29% +$52K 0.1% 106
2014
Q1 		$175K Buy
1,392
+772
+125% +$101K 0.09% 112
2013
Q4 		$85K Buy
620
+360
+138% +$46.8K 0.05% 150
2013
Q3 		$31K Sell
260
-90
-26% -$9.69K 0.02% 226
2013
Q2 		$36K Buy
+350
New +$33.3K 0.02% 210

Other funds holding BA

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Boeing (BA) stake by 97% in Q4 2014, buying an estimated $435K and bringing the position to 6,955 shares worth $904K. The position accounts for 0.38% of the portfolio, ranked #48.

Gary Goldberg Planning Services first reported a position in BA in Q2 2013 and has held it in 7 quarters since. 1,259 funds tracked by Wall St. Rank hold BA as of Q4 2014.

  • Gary Goldberg Planning Services held 6,955 shares of Boeing worth $904K as of Q4 2014.
  • Gary Goldberg Planning Services bought 3,429 Boeing shares in Q4 2014, an estimated $435K.
  • Boeing made up 0.38% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #48 holding.
  • Gary Goldberg Planning Services first reported a position in Boeing in Q2 2013 and has held it in 7 quarters since.
  • 1,259 funds tracked by Wall St. Rank held Boeing as of Q4 2014.

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