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Gary Goldberg Planning Services’s Ericsson ERIC Stock Holding History

Gary Goldberg Planning Services’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-18
Closed – – 416
2014
Q1 		$0 Buy
+18
New +$225 ﹤0.01% 406

Other funds holding ERIC

Primecap Management
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's ERIC Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Ericsson (ERIC) in Q2 2014, closing a stake of 18 shares.

Gary Goldberg Planning Services first reported a position in ERIC in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 235 funds tracked by Wall St. Rank hold ERIC as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Ericsson position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 18 Ericsson shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Ericsson in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Ericsson position peaked at $0 in Q1 2014.
  • 235 funds tracked by Wall St. Rank held Ericsson as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.