Gary Goldberg Planning Services’s Nike NKE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$180K	Sell	3,748 -500	-12%	-$23.5K	0.08%	109
2014 Q3	$189K	Sell	4,248 -1,320	-24%	-$52.4K	0.08%	117
2014 Q2	$216K	Sell	5,568 -3,020	-35%	-$112K	0.1%	107
2014 Q1	$317K	Sell	8,588 -3,424	-29%	-$129K	0.15%	81
2013 Q4	$472K	Buy	12,012 +476	+4%	+$18.2K	0.27%	53
2013 Q3	$419K	Buy	11,536 +1,180	+11%	+$38.5K	0.25%	61
2013 Q2	$330K	Buy	+10,356	New	+$322K	0.21%	64

Other funds holding NKE

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

Gary Goldberg Planning Services reduced its Nike (NKE) stake by 12% in Q4 2014, selling an estimated $23.5K and leaving 3,748 shares worth $180K. The position accounts for 0.08% of the portfolio, ranked #109.

Gary Goldberg Planning Services first reported a position in NKE in Q2 2013 and has held it in 7 quarters since. The position peaked at $472K in Q4 2013. 1,098 funds tracked by Wall St. Rank hold NKE as of Q4 2014.

Gary Goldberg Planning Services held 3,748 shares of Nike worth $180K as of Q4 2014.
Gary Goldberg Planning Services sold 500 Nike shares in Q4 2014, an estimated $23.5K.
Nike made up 0.08% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #109 holding.
Gary Goldberg Planning Services first reported a position in Nike in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Nike position peaked at $472K in Q4 2013.
1,098 funds tracked by Wall St. Rank held Nike as of Q4 2014.

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