Gary Goldberg Planning Services’s Intel INTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$4.48M	Sell	123,361 -10,797	-8%	-$376K	1.88%	15
2014 Q3	$4.67M	Sell	134,158 -52,291	-28%	-$1.77M	1.94%	19
2014 Q2	$5.76M	Buy	186,449 +25,384	+16%	+$696K	2.53%	12
2014 Q1	$4.16M	Buy	161,065 +16,368	+11%	+$409K	2.03%	16
2013 Q4	$3.76M	Buy	144,697 +39,530	+38%	+$956K	2.18%	14
2013 Q3	$2.41M	Buy	105,167 +4,183	+4%	+$96.3K	1.46%	19
2013 Q2	$2.45M	Buy	+100,984	New	+$2.39M	1.56%	21

Other funds holding INTC

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

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

BFA

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Intel (INTC) stake by 8% in Q4 2014, selling an estimated $376K and leaving 123,361 shares worth $4.48M. The position accounts for 1.88% of the portfolio, ranked #15.

Gary Goldberg Planning Services first reported a position in INTC in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.76M in Q2 2014. 1,809 funds tracked by Wall St. Rank hold INTC as of Q4 2014.

Gary Goldberg Planning Services held 123,361 shares of Intel worth $4.48M as of Q4 2014.
Gary Goldberg Planning Services sold 10,797 Intel shares in Q4 2014, an estimated $376K.
Intel made up 1.88% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #15 holding.
Gary Goldberg Planning Services first reported a position in Intel in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Intel position peaked at $5.76M in Q2 2014.
1,809 funds tracked by Wall St. Rank held Intel as of Q4 2014.

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