GGPS
MASI

Gary Goldberg Planning Services’s Masimo MASI Stock Holding History

Gary Goldberg Planning Services’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-5,835
Closed -$159K – 438
2014
Q1 		$159K Buy
5,835
+2,960
+103% +$84.4K 0.08% 117
2013
Q4 		$84K Buy
2,875
+795
+38% +$22.3K 0.05% 152
2013
Q3 		$55K Buy
2,080
+1,645
+378% +$40.6K 0.03% 186
2013
Q2 		$9K Buy
+435
New +$9.15K 0.01% 307

Other funds holding MASI

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Gary Goldberg Planning Services's MASI Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Masimo (MASI) in Q2 2014, closing a stake of 5,835 shares — an estimated $159K sold.

Gary Goldberg Planning Services first reported a position in MASI in Q2 2013 and held it in 4 quarters. The position peaked at $159K in Q1 2014. 178 funds tracked by Wall St. Rank hold MASI as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Masimo position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 5,835 Masimo shares in Q2 2014, an estimated $159K.
  • Gary Goldberg Planning Services first reported a position in Masimo in Q2 2013 and held it in 4 quarters.
  • Gary Goldberg Planning Services's Masimo position peaked at $159K in Q1 2014.
  • 178 funds tracked by Wall St. Rank held Masimo as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.