GGPS
DELL

Gary Goldberg Planning Services’s DELL INC DELL Stock Holding History

Gary Goldberg Planning Services’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-545
Closed -$7K – 375
2013
Q3 		$7K Hold
545
– – ﹤0.01% 310
2013
Q2 		$7K Buy
+545
New +$7.38K ﹤0.01% 320

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

Gary Goldberg Planning Services's DELL Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of DELL INC (DELL) in Q4 2013, closing a stake of 545 shares — an estimated $7K sold.

Gary Goldberg Planning Services first reported a position in DELL in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 545 DELL INC shares in Q4 2013, an estimated $7K.
  • Gary Goldberg Planning Services first reported a position in DELL INC in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's DELL INC position peaked at $7K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.