Gary Goldberg Planning Services’s Johnson & Johnson JNJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$556K	Buy	5,321 +102	+2%	+$10.7K	0.23%	60
2014 Q3	$556K	Buy	5,219 +392	+8%	+$40.7K	0.23%	62
2014 Q2	$505K	Buy	4,827 +636	+15%	+$64.3K	0.22%	67
2014 Q1	$412K	Buy	4,191 +745	+22%	+$69.1K	0.2%	68
2013 Q4	$316K	Sell	3,446 -792	-19%	-$73K	0.18%	76
2013 Q3	$367K	Sell	4,238 -169	-4%	-$15.2K	0.22%	66
2013 Q2	$378K	Buy	+4,407	New	+$374K	0.24%	61

Other funds holding JNJ

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

BIT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Johnson & Johnson (JNJ) stake by 2% in Q4 2014, buying an estimated $10.7K and bringing the position to 5,321 shares worth $556K. The position accounts for 0.23% of the portfolio, ranked #60.

Gary Goldberg Planning Services first reported a position in JNJ in Q2 2013 and has held it in 7 quarters since. 2,119 funds tracked by Wall St. Rank hold JNJ as of Q4 2014.

Gary Goldberg Planning Services held 5,321 shares of Johnson & Johnson worth $556K as of Q4 2014.
Gary Goldberg Planning Services bought 102 Johnson & Johnson shares in Q4 2014, an estimated $10.7K.
Johnson & Johnson made up 0.23% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #60 holding.
Gary Goldberg Planning Services first reported a position in Johnson & Johnson in Q2 2013 and has held it in 7 quarters since.
2,119 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2014.

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