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Gary Goldberg Planning Services’s Parker-Hannifin PH Stock Holding History

Gary Goldberg Planning Services’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,513
Closed -$195K – 434
2013
Q4 		$195K Sell
1,513
-715
-32% -$83.1K 0.11% 95
2013
Q3 		$242K Sell
2,228
-2,161
-49% -$223K 0.15% 85
2013
Q2 		$419K Buy
+4,389
New +$411K 0.27% 59

Other funds holding PH

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return

Gary Goldberg Planning Services's PH Position: Q1 2014 in Review

Gary Goldberg Planning Services sold out of Parker-Hannifin (PH) in Q1 2014, closing a stake of 1,513 shares — an estimated $195K sold.

Gary Goldberg Planning Services first reported a position in PH in Q2 2013 and held it in 3 quarters. The position peaked at $419K in Q2 2013. 574 funds tracked by Wall St. Rank hold PH as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining Parker-Hannifin position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,513 Parker-Hannifin shares in Q1 2014, an estimated $195K.
  • Gary Goldberg Planning Services first reported a position in Parker-Hannifin in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's Parker-Hannifin position peaked at $419K in Q2 2013.
  • 574 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q1 2014, filed 7 May 2014.