Gary Goldberg Planning Services’s Ford F Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$73K	Buy	4,710 +30	+0.6%	+$442	0.03%	182
2014 Q3	$69K	Buy	4,680 +183	+4%	+$3.13K	0.03%	184
2014 Q2	$78K	Sell	4,497 -127	-3%	-$2.07K	0.03%	177
2014 Q1	$72K	Buy	4,624 +29	+0.6%	+$449	0.04%	179
2013 Q4	$71K	Buy	4,595 +21	+0.5%	+$352	0.04%	168
2013 Q3	$77K	Buy	4,574 +23	+0.5%	+$388	0.05%	155
2013 Q2	$70K	Buy	+4,551	New	+$65.2K	0.04%	150

Other funds holding F

LTI

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

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 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

BIT

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Ford (F) stake by 0.64% in Q4 2014, buying an estimated $442 and bringing the position to 4,710 shares worth $73K. The position accounts for 0.03% of the portfolio, ranked #182.

Gary Goldberg Planning Services first reported a position in F in Q2 2013 and has held it in 7 quarters since. The position peaked at $78K in Q2 2014. 1,041 funds tracked by Wall St. Rank hold F as of Q4 2014.

Gary Goldberg Planning Services held 4,710 shares of Ford worth $73K as of Q4 2014.
Gary Goldberg Planning Services bought 30 Ford shares in Q4 2014, an estimated $442.
Ford made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #182 holding.
Gary Goldberg Planning Services first reported a position in Ford in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Ford position peaked at $78K in Q2 2014.
1,041 funds tracked by Wall St. Rank held Ford as of Q4 2014.

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