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Gary Goldberg Planning Services’s FedEx FDX Stock Holding History

Gary Goldberg Planning Services’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$35K Hold
200
– – 0.01% 253
2014
Q3 		$32K Hold
200
– – 0.01% 278
2014
Q2 		$30K Buy
+200
New +$27.9K 0.01% 268

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Gary Goldberg Planning Services held its FedEx (FDX) position steady in Q4 2014 at 200 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #253.

Gary Goldberg Planning Services first reported a position in FDX in Q2 2014 and has held it in 3 quarters since. 958 funds tracked by Wall St. Rank hold FDX as of Q4 2014.

  • Gary Goldberg Planning Services held 200 shares of FedEx worth $35K as of Q4 2014.
  • Gary Goldberg Planning Services left its FedEx share count unchanged in Q4 2014.
  • FedEx made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #253 holding.
  • Gary Goldberg Planning Services first reported a position in FedEx in Q2 2014 and has held it in 3 quarters since.
  • 958 funds tracked by Wall St. Rank held FedEx as of Q4 2014.

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