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Gary Goldberg Planning Services’s Blackrock BLK Stock Holding History

Gary Goldberg Planning Services’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$34K Hold
94
– – 0.01% 256
2014
Q3 		$31K Sell
94
-6
-6% -$1.93K 0.01% 281
2014
Q2 		$32K Hold
100
– – 0.01% 261
2014
Q1 		$31K Hold
100
– – 0.02% 249
2013
Q4 		$32K Sell
100
-100
-50% -$29.9K 0.02% 226
2013
Q3 		$54K Hold
200
– – 0.03% 188
2013
Q2 		$51K Buy
+200
New +$53.6K 0.03% 186

Other funds holding BLK

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MFG
Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $1.21B AUM 23.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Blackrock (BLK) position steady in Q4 2014 at 94 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #256.

Gary Goldberg Planning Services first reported a position in BLK in Q2 2013 and has held it in 7 quarters since. The position peaked at $54K in Q3 2013. 859 funds tracked by Wall St. Rank hold BLK as of Q4 2014.

  • Gary Goldberg Planning Services held 94 shares of Blackrock worth $34K as of Q4 2014.
  • Gary Goldberg Planning Services left its Blackrock share count unchanged in Q4 2014.
  • Blackrock made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #256 holding.
  • Gary Goldberg Planning Services first reported a position in Blackrock in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Blackrock position peaked at $54K in Q3 2013.
  • 859 funds tracked by Wall St. Rank held Blackrock as of Q4 2014.

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