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Gary Goldberg Planning Services’s HP HPQ Stock Holding History

Gary Goldberg Planning Services’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$51K Hold
2,814
– – 0.02% 212
2014
Q3 		$45K Buy
2,814
+150
+6% +$2.43K 0.02% 241
2014
Q2 		$41K Buy
2,664
+1,563
+142% +$23.5K 0.02% 240
2014
Q1 		$16K Sell
1,101
-1,541
-58% -$20.7K 0.01% 291
2013
Q4 		$34K Sell
2,642
-661
-20% -$7.59K 0.02% 220
2013
Q3 		$31K Hold
3,303
– – 0.02% 228
2013
Q2 		$37K Buy
+3,303
New +$33.7K 0.02% 207

Other funds holding HPQ

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Gary Goldberg Planning Services held its HP (HPQ) position steady in Q4 2014 at 2,814 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #212.

Gary Goldberg Planning Services first reported a position in HPQ in Q2 2013 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold HPQ as of Q4 2014.

  • Gary Goldberg Planning Services held 2,814 shares of HP worth $51K as of Q4 2014.
  • Gary Goldberg Planning Services left its HP share count unchanged in Q4 2014.
  • HP made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #212 holding.
  • Gary Goldberg Planning Services first reported a position in HP in Q2 2013 and has held it in 7 quarters since.
  • 1,005 funds tracked by Wall St. Rank held HP as of Q4 2014.

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