Gary Goldberg Planning Services’s Procter & Gamble PG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$320K	Sell	3,512 -658	-16%	-$57.9K	0.13%	82
2014 Q3	$349K	Buy	4,170 +358	+9%	+$29.3K	0.15%	82
2014 Q2	$300K	Buy	3,812 +224	+6%	+$18.1K	0.13%	91
2014 Q1	$289K	Buy	3,588 +130	+4%	+$10.2K	0.14%	88
2013 Q4	$282K	Sell	3,458 -3	-0.1%	-$244	0.16%	79
2013 Q3	$262K	Sell	3,461 -118	-3%	-$9.39K	0.16%	83
2013 Q2	$276K	Buy	+3,579	New	+$281K	0.18%	69

Other funds holding PG

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

BIT

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Procter & Gamble (PG) stake by 16% in Q4 2014, selling an estimated $57.9K and leaving 3,512 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #82.

Gary Goldberg Planning Services first reported a position in PG in Q2 2013 and has held it in 7 quarters since. The position peaked at $349K in Q3 2014. 1,907 funds tracked by Wall St. Rank hold PG as of Q4 2014.

Gary Goldberg Planning Services held 3,512 shares of Procter & Gamble worth $320K as of Q4 2014.
Gary Goldberg Planning Services sold 658 Procter & Gamble shares in Q4 2014, an estimated $57.9K.
Procter & Gamble made up 0.13% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #82 holding.
Gary Goldberg Planning Services first reported a position in Procter & Gamble in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Procter & Gamble position peaked at $349K in Q3 2014.
1,907 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2014.

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