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Gary Goldberg Planning Services’s Goldman Sachs GS Stock Holding History

Gary Goldberg Planning Services’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$81K Hold
420
– – 0.03% 168
2014
Q3 		$77K Hold
420
– – 0.03% 175
2014
Q2 		$70K Hold
420
– – 0.03% 184
2014
Q1 		$69K Hold
420
– – 0.03% 184
2013
Q4 		$74K Hold
420
– – 0.04% 163
2013
Q3 		$66K Hold
420
– – 0.04% 165
2013
Q2 		$64K Buy
+420
New +$64.1K 0.04% 161

Other funds holding GS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Goldman Sachs (GS) position steady in Q4 2014 at 420 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #168.

Gary Goldberg Planning Services first reported a position in GS in Q2 2013 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold GS as of Q4 2014.

  • Gary Goldberg Planning Services held 420 shares of Goldman Sachs worth $81K as of Q4 2014.
  • Gary Goldberg Planning Services left its Goldman Sachs share count unchanged in Q4 2014.
  • Goldman Sachs made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #168 holding.
  • Gary Goldberg Planning Services first reported a position in Goldman Sachs in Q2 2013 and has held it in 7 quarters since.
  • 996 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2014.

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