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Gary Goldberg Planning Services’s Netflix NFLX Stock Holding History

Gary Goldberg Planning Services’s Portfolio NFLX Stock Details NFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$4K Sell
770
-630
-45% -$3.38K ﹤0.01% 407
2014
Q3 		$9K Hold
1,400
– – ﹤0.01% 386
2014
Q2 		$9K Hold
1,400
– – ﹤0.01% 358
2014
Q1 		$7K Hold
1,400
– – ﹤0.01% 350
2013
Q4 		$7K Hold
1,400
– – ﹤0.01% 310
2013
Q3 		$6K Buy
1,400
+70
+5% +$270 ﹤0.01% 314
2013
Q2 		$4K Buy
+1,330
New +$3.96K ﹤0.01% 336

Other funds holding NFLX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCMV
Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Netflix (NFLX) stake by 45% in Q4 2014, selling an estimated $3.38K and leaving 770 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Gary Goldberg Planning Services first reported a position in NFLX in Q2 2013 and has held it in 7 quarters since. The position peaked at $9K in Q3 2014. 476 funds tracked by Wall St. Rank hold NFLX as of Q4 2014.

  • Gary Goldberg Planning Services held 770 shares of Netflix worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services sold 630 Netflix shares in Q4 2014, an estimated $3.38K.
  • Netflix made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #407 holding.
  • Gary Goldberg Planning Services first reported a position in Netflix in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Netflix position peaked at $9K in Q3 2014.
  • 476 funds tracked by Wall St. Rank held Netflix as of Q4 2014.

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