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Gary Goldberg Planning Services’s DuPont de Nemours DD Stock Holding History

Gary Goldberg Planning Services’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$170K Hold
1,469
– – 0.07% 112
2014
Q3 		$195K Buy
1,469
+192
+15% +$25.6K 0.08% 115
2014
Q2 		$166K Hold
1,277
– – 0.07% 122
2014
Q1 		$157K Buy
1,277
+197
+18% +$23.2K 0.08% 121
2013
Q4 		$121K Hold
1,080
– – 0.07% 118
2013
Q3 		$105K Sell
1,080
-39
-3% -$3.63K 0.06% 126
2013
Q2 		$91K Buy
+1,119
New +$94.3K 0.06% 125

Other funds holding DD

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 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 DD Position: Q4 2014 in Review

Gary Goldberg Planning Services held its DuPont de Nemours (DD) position steady in Q4 2014 at 1,469 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #112.

Gary Goldberg Planning Services first reported a position in DD in Q2 2013 and has held it in 7 quarters since. The position peaked at $195K in Q3 2014. 1,061 funds tracked by Wall St. Rank hold DD as of Q4 2014.

  • Gary Goldberg Planning Services held 1,469 shares of DuPont de Nemours worth $170K as of Q4 2014.
  • Gary Goldberg Planning Services left its DuPont de Nemours share count unchanged in Q4 2014.
  • DuPont de Nemours made up 0.07% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #112 holding.
  • Gary Goldberg Planning Services first reported a position in DuPont de Nemours in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's DuPont de Nemours position peaked at $195K in Q3 2014.
  • 1,061 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2014.

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