Gary Goldberg Planning Services’s Kohl's KSS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$708K	Sell	11,606 -4,233	-27%	-$245K	0.3%	55
2014 Q3	$967K	Buy	15,839 +1,318	+9%	+$74.6K	0.4%	52
2014 Q2	$765K	Sell	14,521 -1,075	-7%	-$58.2K	0.34%	53
2014 Q1	$886K	Buy	15,596 +8,275	+113%	+$444K	0.43%	49
2013 Q4	$415K	Sell	7,321 -70	-0.9%	-$3.84K	0.24%	62
2013 Q3	$382K	Buy	7,391 +3,226	+77%	+$169K	0.23%	64
2013 Q2	$210K	Buy	+4,165	New	+$206K	0.13%	78

Other funds holding KSS

LTI

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BIT

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

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

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

Gary Goldberg Planning Services reduced its Kohl's (KSS) stake by 27% in Q4 2014, selling an estimated $245K and leaving 11,606 shares worth $708K. The position accounts for 0.3% of the portfolio, ranked #55.

Gary Goldberg Planning Services first reported a position in KSS in Q2 2013 and has held it in 7 quarters since. The position peaked at $967K in Q3 2014. 574 funds tracked by Wall St. Rank hold KSS as of Q4 2014.

Gary Goldberg Planning Services held 11,606 shares of Kohl's worth $708K as of Q4 2014.
Gary Goldberg Planning Services sold 4,233 Kohl's shares in Q4 2014, an estimated $245K.
Kohl's made up 0.3% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #55 holding.
Gary Goldberg Planning Services first reported a position in Kohl's in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Kohl's position peaked at $967K in Q3 2014.
574 funds tracked by Wall St. Rank held Kohl's as of Q4 2014.

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