GGPS
DNY

Gary Goldberg Planning Services’s DONNELLEY R R & SONS CO DNY Stock Holding History

Gary Goldberg Planning Services’s Portfolio DNY Stock Details DNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$14K Hold
825
– – 0.01% 331
2014
Q3 		$14K Hold
825
– – 0.01% 348
2014
Q2 		$14K Buy
+825
New +$14K 0.01% 325

Other funds holding DNY

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Gary Goldberg Planning Services held its DONNELLEY R R & SONS CO (DNY) position steady in Q4 2014 at 825 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #331.

Gary Goldberg Planning Services first reported a position in DNY in Q2 2014 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold DNY as of Q4 2014.

  • Gary Goldberg Planning Services held 825 shares of DONNELLEY R R & SONS CO worth $14K as of Q4 2014.
  • Gary Goldberg Planning Services left its DONNELLEY R R & SONS CO share count unchanged in Q4 2014.
  • DONNELLEY R R & SONS CO made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #331 holding.
  • Gary Goldberg Planning Services first reported a position in DONNELLEY R R & SONS CO in Q2 2014 and has held it in 3 quarters since.
  • 318 funds tracked by Wall St. Rank held DONNELLEY R R & SONS CO as of Q4 2014.

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