Gary Goldberg Planning Services’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$441K	Sell	3,642 -151	-4%	-$18.6K	0.19%	68
2014 Q3	$466K	Buy	3,793 +10	+0.3%	+$1.25K	0.19%	71
2014 Q2	$476K	Buy	3,783 +962	+34%	+$122K	0.21%	71
2014 Q1	$350K	Buy	2,821 +354	+14%	+$43.7K	0.17%	75
2013 Q4	$331K	Sell	2,467 -6	-0.2%	-$756	0.19%	70
2013 Q3	$283K	Sell	2,473 -153	-6%	-$17.5K	0.17%	78
2013 Q2	$292K	Buy	+2,626	New	+$291K	0.19%	68

Other funds holding GE

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BFA

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

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

Gary Goldberg Planning Services reduced its GE Aerospace (GE) stake by 4% in Q4 2014, selling an estimated $18.6K and leaving 3,642 shares worth $441K. The position accounts for 0.19% of the portfolio, ranked #68.

Gary Goldberg Planning Services first reported a position in GE in Q2 2013 and has held it in 7 quarters since. The position peaked at $476K in Q2 2014. 1,954 funds tracked by Wall St. Rank hold GE as of Q4 2014.

Gary Goldberg Planning Services held 3,642 shares of GE Aerospace worth $441K as of Q4 2014.
Gary Goldberg Planning Services sold 151 GE Aerospace shares in Q4 2014, an estimated $18.6K.
GE Aerospace made up 0.19% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #68 holding.
Gary Goldberg Planning Services first reported a position in GE Aerospace in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's GE Aerospace position peaked at $476K in Q2 2014.
1,954 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2014.

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