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Gary Goldberg Planning Services’s Comcast CMCSA Stock Holding History

Gary Goldberg Planning Services’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$338K Sell
11,652
-114
-1% -$3.12K 0.14% 79
2014
Q3 		$316K Buy
11,766
+708
+6% +$19.4K 0.13% 85
2014
Q2 		$297K Buy
11,058
+8,680
+365% +$223K 0.13% 92
2014
Q1 		$59K Buy
2,378
+830
+54% +$21.6K 0.03% 203
2013
Q4 		$40K Hold
1,548
– – 0.02% 212
2013
Q3 		$35K Sell
1,548
-1,000
-39% -$21.8K 0.02% 217
2013
Q2 		$53K Buy
+2,548
New +$52.6K 0.03% 183

Other funds holding CMCSA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 CMCSA Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Comcast (CMCSA) stake by 0.97% in Q4 2014, selling an estimated $3.12K and leaving 11,652 shares worth $338K. The position accounts for 0.14% of the portfolio, ranked #79.

Gary Goldberg Planning Services first reported a position in CMCSA in Q2 2013 and has held it in 7 quarters since. 1,191 funds tracked by Wall St. Rank hold CMCSA as of Q4 2014.

  • Gary Goldberg Planning Services held 11,652 shares of Comcast worth $338K as of Q4 2014.
  • Gary Goldberg Planning Services sold 114 Comcast shares in Q4 2014, an estimated $3.12K.
  • Comcast made up 0.14% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #79 holding.
  • Gary Goldberg Planning Services first reported a position in Comcast in Q2 2013 and has held it in 7 quarters since.
  • 1,191 funds tracked by Wall St. Rank held Comcast as of Q4 2014.

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