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Gary Goldberg Planning Services’s Honda HMC Stock Holding History

Gary Goldberg Planning Services’s Portfolio HMC Stock Details HMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$556K Buy
18,842
+10,100
+116% +$314K 0.23% 59
2014
Q3 		$300K Buy
8,742
+3,062
+54% +$106K 0.12% 89
2014
Q2 		$199K Buy
+5,680
New +$195K 0.09% 113

Other funds holding HMC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Honda (HMC) stake by 116% in Q4 2014, buying an estimated $314K and bringing the position to 18,842 shares worth $556K. The position accounts for 0.23% of the portfolio, ranked #59.

Gary Goldberg Planning Services first reported a position in HMC in Q2 2014 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold HMC as of Q4 2014.

  • Gary Goldberg Planning Services held 18,842 shares of Honda worth $556K as of Q4 2014.
  • Gary Goldberg Planning Services bought 10,100 Honda shares in Q4 2014, an estimated $314K.
  • Honda made up 0.23% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #59 holding.
  • Gary Goldberg Planning Services first reported a position in Honda in Q2 2014 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held Honda as of Q4 2014.

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