Gary Goldberg Planning Services’s Alphabet (Google) Class C GOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$748K	Sell	28,378 -2,105	-7%	-$56.5K	0.31%	54
2014 Q3	$886K	Buy	30,483 +100	+0.3%	+$2.89K	0.37%	53
2014 Q2	$879K	Buy	30,383 +1,676	+6%	+$45.5K	0.39%	51
2014 Q1	$797K	Buy	28,707 +6,183	+27%	+$180K	0.39%	50
2013 Q4	$629K	Sell	22,524 -3,252	-13%	-$82.2K	0.37%	50
2013 Q3	$562K	Sell	25,776 -7,308	-22%	-$162K	0.34%	51
2013 Q2	$725K	Buy	+33,084	New	+$700K	0.46%	44

Other funds holding GOOG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

Gary Goldberg Planning Services reduced its Alphabet (Google) Class C (GOOG) stake by 6.9% in Q4 2014, selling an estimated $56.5K and leaving 28,378 shares worth $748K. The position accounts for 0.31% of the portfolio, ranked #54.

Gary Goldberg Planning Services first reported a position in GOOG in Q2 2013 and has held it in 7 quarters since. The position peaked at $886K in Q3 2014. 1,813 funds tracked by Wall St. Rank hold GOOG as of Q4 2014.

Gary Goldberg Planning Services held 28,378 shares of Alphabet (Google) Class C worth $748K as of Q4 2014.
Gary Goldberg Planning Services sold 2,105 Alphabet (Google) Class C shares in Q4 2014, an estimated $56.5K.
Alphabet (Google) Class C made up 0.31% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #54 holding.
Gary Goldberg Planning Services first reported a position in Alphabet (Google) Class C in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Alphabet (Google) Class C position peaked at $886K in Q3 2014.
1,813 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q4 2014.

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