Gary Goldberg Planning Services’s Eli Lilly LLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$4.04M	Sell	58,489 -1,922	-3%	-$130K	1.7%	17
2014 Q3	$3.92M	Sell	60,411 -2,596	-4%	-$164K	1.63%	21
2014 Q2	$3.92M	Sell	63,007 -1,848	-3%	-$110K	1.72%	19
2014 Q1	$3.82M	Buy	64,855 +31,925	+97%	+$1.78M	1.86%	17
2013 Q4	$1.68M	Sell	32,930 -667	-2%	-$33.4K	0.98%	30
2013 Q3	$1.69M	Sell	33,597 -36,005	-52%	-$1.88M	1.03%	31
2013 Q2	$3.42M	Buy	+69,602	New	+$3.79M	2.18%	17

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

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

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

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

BFA

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

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

Gary Goldberg Planning Services reduced its Eli Lilly (LLY) stake by 3.2% in Q4 2014, selling an estimated $130K and leaving 58,489 shares worth $4.04M. The position accounts for 1.7% of the portfolio, ranked #17.

Gary Goldberg Planning Services first reported a position in LLY in Q2 2013 and has held it in 7 quarters since. 1,128 funds tracked by Wall St. Rank hold LLY as of Q4 2014.

Gary Goldberg Planning Services held 58,489 shares of Eli Lilly worth $4.04M as of Q4 2014.
Gary Goldberg Planning Services sold 1,922 Eli Lilly shares in Q4 2014, an estimated $130K.
Eli Lilly made up 1.7% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #17 holding.
Gary Goldberg Planning Services first reported a position in Eli Lilly in Q2 2013 and has held it in 7 quarters since.
1,128 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2014.

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