Gary Goldberg Planning Services’s Fortune Brands Innovations FBIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$36K	Hold	936	–	–	0.02%	251
2014 Q3	$33K	Hold	936	–	–	0.01%	274
2014 Q2	$32K	Hold	936	–	–	0.01%	262
2014 Q1	$34K	Hold	936	–	–	0.02%	241
2013 Q4	$37K	Hold	936	–	–	0.02%	215
2013 Q3	$33K	Hold	936	–	–	0.02%	222
2013 Q2	$31K	Buy	+936	New	+$31.1K	0.02%	220

Other funds holding FBIN

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BIT

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Fortune Brands Innovations (FBIN) position steady in Q4 2014 at 936 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #251.

Gary Goldberg Planning Services first reported a position in FBIN in Q2 2013 and has held it in 7 quarters since. The position peaked at $37K in Q4 2013. 347 funds tracked by Wall St. Rank hold FBIN as of Q4 2014.

Gary Goldberg Planning Services held 936 shares of Fortune Brands Innovations worth $36K as of Q4 2014.
Gary Goldberg Planning Services left its Fortune Brands Innovations share count unchanged in Q4 2014.
Fortune Brands Innovations made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #251 holding.
Gary Goldberg Planning Services first reported a position in Fortune Brands Innovations in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Fortune Brands Innovations position peaked at $37K in Q4 2013.
347 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2014.

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