Gary Goldberg Planning Services’s Baxter International BAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$520K	Buy	13,060 +444	+4%	+$17.3K	0.22%	63
2014 Q3	$492K	Buy	12,616 +2,144	+20%	+$87.1K	0.2%	68
2014 Q2	$411K	Buy	10,472 +4,955	+90%	+$198K	0.18%	74
2014 Q1	$220K	Buy	5,517 +817	+17%	+$30.5K	0.11%	102
2013 Q4	$178K	Buy	4,700 +28	+0.6%	+$1.02K	0.1%	99
2013 Q3	$167K	Buy	4,672 +235	+5%	+$9.12K	0.1%	103
2013 Q2	$167K	Buy	+4,437	New	+$170K	0.11%	88

Other funds holding BAX

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

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Baxter International (BAX) stake by 3.5% in Q4 2014, buying an estimated $17.3K and bringing the position to 13,060 shares worth $520K. The position accounts for 0.22% of the portfolio, ranked #63.

Gary Goldberg Planning Services first reported a position in BAX in Q2 2013 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold BAX as of Q4 2014.

Gary Goldberg Planning Services held 13,060 shares of Baxter International worth $520K as of Q4 2014.
Gary Goldberg Planning Services bought 444 Baxter International shares in Q4 2014, an estimated $17.3K.
Baxter International made up 0.22% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #63 holding.
Gary Goldberg Planning Services first reported a position in Baxter International in Q2 2013 and has held it in 7 quarters since.
1,059 funds tracked by Wall St. Rank held Baxter International as of Q4 2014.

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