GGPS
PARA

Gary Goldberg Planning Services’s Paramount Global Class B PARA Stock Holding History

Gary Goldberg Planning Services’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$30K Hold
542
– – 0.01% 269
2014
Q3 		$29K Buy
+542
New +$31.9K 0.01% 288

Other funds holding PARA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Paramount Global Class B (PARA) position steady in Q4 2014 at 542 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #269.

Gary Goldberg Planning Services first reported a position in PARA in Q3 2014 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold PARA as of Q4 2014.

  • Gary Goldberg Planning Services held 542 shares of Paramount Global Class B worth $30K as of Q4 2014.
  • Gary Goldberg Planning Services left its Paramount Global Class B share count unchanged in Q4 2014.
  • Paramount Global Class B made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #269 holding.
  • Gary Goldberg Planning Services first reported a position in Paramount Global Class B in Q3 2014 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2014.

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