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Gary Goldberg Planning Services’s Cisco CSCO Stock Holding History

Gary Goldberg Planning Services’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.44M Sell
51,664
-557
-1% -$14.4K 0.6% 41
2014
Q3 		$1.31M Buy
52,221
+7,397
+17% +$186K 0.55% 44
2014
Q2 		$1.11M Buy
44,824
+11,320
+34% +$270K 0.49% 45
2014
Q1 		$751K Buy
33,504
+13,567
+68% +$300K 0.37% 52
2013
Q4 		$447K Sell
19,937
-306
-2% -$6.77K 0.26% 57
2013
Q3 		$474K Sell
20,243
-5,260
-21% -$131K 0.29% 56
2013
Q2 		$621K Buy
+25,503
New +$574K 0.4% 47

Other funds holding CSCO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Cisco (CSCO) stake by 1.1% in Q4 2014, selling an estimated $14.4K and leaving 51,664 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #41.

Gary Goldberg Planning Services first reported a position in CSCO in Q2 2013 and has held it in 7 quarters since. 1,667 funds tracked by Wall St. Rank hold CSCO as of Q4 2014.

  • Gary Goldberg Planning Services held 51,664 shares of Cisco worth $1.44M as of Q4 2014.
  • Gary Goldberg Planning Services sold 557 Cisco shares in Q4 2014, an estimated $14.4K.
  • Cisco made up 0.6% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #41 holding.
  • Gary Goldberg Planning Services first reported a position in Cisco in Q2 2013 and has held it in 7 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Cisco as of Q4 2014.

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