Gary Goldberg Planning Services’s Du Pont De Nemours E I 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	$836K	Buy	11,907 +1,886	+19%	+$126K	0.35%	49
2014 Q3	$683K	Buy	10,021 +2,094	+26%	+$132K	0.28%	57
2014 Q2	$493K	Buy	7,927 +2,849	+56%	+$183K	0.22%	70
2014 Q1	$324K	Buy	5,078 +1,625	+47%	+$99.4K	0.16%	79
2013 Q4	$213K	Sell	3,453 -143	-4%	-$8.26K	0.12%	91
2013 Q3	$200K	Buy	3,596 +2,780	+341%	+$152K	0.12%	95
2013 Q2	$41K	Buy	+816	New	+$41.2K	0.03%	203

Other funds holding DD

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 increased its Du Pont De Nemours E I (DD) stake by 19% in Q4 2014, buying an estimated $126K and bringing the position to 11,907 shares worth $836K. The position accounts for 0.35% of the portfolio, ranked #49.

Gary Goldberg Planning Services first reported a position in DD in Q2 2013 and has held it in 7 quarters since. 1,303 funds tracked by Wall St. Rank hold DD as of Q4 2014.

Gary Goldberg Planning Services held 11,907 shares of Du Pont De Nemours E I worth $836K as of Q4 2014.
Gary Goldberg Planning Services bought 1,886 Du Pont De Nemours E I shares in Q4 2014, an estimated $126K.
Du Pont De Nemours E I made up 0.35% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #49 holding.
Gary Goldberg Planning Services first reported a position in Du Pont De Nemours E I in Q2 2013 and has held it in 7 quarters since.
1,303 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q4 2014.

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