Gary Goldberg Planning Services’s Conagra Brands CAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$37K	Sell	1,317 -289	-18%	-$7.91K	0.02%	248
2014 Q3	$41K	Sell	1,606 -1,396	-47%	-$34.4K	0.02%	253
2014 Q2	$69K	Buy	3,002 +9	+0.3%	+$218	0.03%	186
2014 Q1	$72K	Buy	2,993 +1,095	+58%	+$26.3K	0.04%	178
2013 Q4	$50K	Buy	1,898 +35	+2%	+$875	0.03%	201
2013 Q3	$44K	Buy	1,863 +533	+40%	+$14.4K	0.03%	209
2013 Q2	$36K	Buy	+1,330	New	+$36K	0.02%	211

Other funds holding CAG

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Conagra Brands (CAG) stake by 18% in Q4 2014, selling an estimated $7.91K and leaving 1,317 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #248.

Gary Goldberg Planning Services first reported a position in CAG in Q2 2013 and has held it in 7 quarters since. The position peaked at $72K in Q1 2014. 647 funds tracked by Wall St. Rank hold CAG as of Q4 2014.

Gary Goldberg Planning Services held 1,317 shares of Conagra Brands worth $37K as of Q4 2014.
Gary Goldberg Planning Services sold 289 Conagra Brands shares in Q4 2014, an estimated $7.91K.
Conagra Brands made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #248 holding.
Gary Goldberg Planning Services first reported a position in Conagra Brands in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Conagra Brands position peaked at $72K in Q1 2014.
647 funds tracked by Wall St. Rank held Conagra Brands as of Q4 2014.

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