Gary Goldberg Planning Services’s Huntington Ingalls Industries HII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$30K	Sell	266 -50	-16%	-$5.25K	0.01%	268
2014 Q3	$33K	Hold	316	–	–	0.01%	275
2014 Q2	$30K	Hold	316	–	–	0.01%	270
2014 Q1	$32K	Hold	316	–	–	0.02%	247
2013 Q4	$28K	Hold	316	–	–	0.02%	234
2013 Q3	$21K	Hold	316	–	–	0.01%	250
2013 Q2	$18K	Buy	+316	New	+$17K	0.01%	253

Other funds holding HII

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFA

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

BIT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Huntington Ingalls Industries (HII) stake by 16% in Q4 2014, selling an estimated $5.25K and leaving 266 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #268.

Gary Goldberg Planning Services first reported a position in HII in Q2 2013 and has held it in 7 quarters since. The position peaked at $33K in Q3 2014. 334 funds tracked by Wall St. Rank hold HII as of Q4 2014.

Gary Goldberg Planning Services held 266 shares of Huntington Ingalls Industries worth $30K as of Q4 2014.
Gary Goldberg Planning Services sold 50 Huntington Ingalls Industries shares in Q4 2014, an estimated $5.25K.
Huntington Ingalls Industries made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #268 holding.
Gary Goldberg Planning Services first reported a position in Huntington Ingalls Industries in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Huntington Ingalls Industries position peaked at $33K in Q3 2014.
334 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q4 2014.

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