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Gary Goldberg Planning Services’s ITT ITT Stock Holding History

Gary Goldberg Planning Services’s Portfolio ITT Stock Details ITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$10K Hold
250
– – ﹤0.01% 357
2014
Q3 		$11K Buy
+250
New +$11.9K ﹤0.01% 370

Other funds holding ITT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

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

Gary Goldberg Planning Services held its ITT (ITT) position steady in Q4 2014 at 250 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Gary Goldberg Planning Services first reported a position in ITT in Q3 2014 and has held it in 2 quarters since. The position peaked at $11K in Q3 2014. 329 funds tracked by Wall St. Rank hold ITT as of Q4 2014.

  • Gary Goldberg Planning Services held 250 shares of ITT worth $10K as of Q4 2014.
  • Gary Goldberg Planning Services left its ITT share count unchanged in Q4 2014.
  • ITT made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #357 holding.
  • Gary Goldberg Planning Services first reported a position in ITT in Q3 2014 and has held it in 2 quarters since.
  • Gary Goldberg Planning Services's ITT position peaked at $11K in Q3 2014.
  • 329 funds tracked by Wall St. Rank held ITT as of Q4 2014.

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