Gary Goldberg Planning Services’s Ensco Rowan plc ESV Stock Holding History

Gary Goldberg Planning Services’s Portfolio ESV Stock Details ESV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$24K	Sell	196 -9,940	-98%	-$1.43M	0.01%	286
2014 Q3	$1.68M	Buy	10,136 +10,093	+23,472%	+$2M	0.7%	38
2014 Q2	$9K	Hold	43	–	–	﹤0.01%	360
2014 Q1	$9K	Hold	43	–	–	﹤0.01%	342
2013 Q4	$10K	Hold	43	–	–	0.01%	293
2013 Q3	$9K	Sell	43 -718	-94%	-$165K	0.01%	300
2013 Q2	$177K	Buy	+761	New	+$179K	0.11%	86

Other funds holding ESV

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIP

Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return

BIT

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Ensco Rowan plc (ESV) stake by 98% in Q4 2014, selling an estimated $1.43M and leaving 196 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #286.

Gary Goldberg Planning Services first reported a position in ESV in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.68M in Q3 2014. 491 funds tracked by Wall St. Rank hold ESV as of Q4 2014.

Gary Goldberg Planning Services held 196 shares of Ensco Rowan plc worth $24K as of Q4 2014.
Gary Goldberg Planning Services sold 9,940 Ensco Rowan plc shares in Q4 2014, an estimated $1.43M.
Ensco Rowan plc made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #286 holding.
Gary Goldberg Planning Services first reported a position in Ensco Rowan plc in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Ensco Rowan plc position peaked at $1.68M in Q3 2014.
491 funds tracked by Wall St. Rank held Ensco Rowan plc as of Q4 2014.

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