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Gary Goldberg Planning Services’s Cemex CX Stock Holding History

Gary Goldberg Planning Services’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-291
Closed -$3K – 363
2013
Q2 		$3K Buy
+291
New +$2.8K ﹤0.01% 340

Other funds holding CX

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Gary Goldberg Planning Services's CX Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of Cemex (CX) in Q3 2013, closing a stake of 291 shares — an estimated $3K sold.

Gary Goldberg Planning Services first reported a position in CX in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 207 funds tracked by Wall St. Rank hold CX as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining Cemex position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 291 Cemex shares in Q3 2013, an estimated $3K.
  • Gary Goldberg Planning Services first reported a position in Cemex in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Cemex position peaked at $3K in Q2 2013.
  • 207 funds tracked by Wall St. Rank held Cemex as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.