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Gary Goldberg Planning Services’s Polaris PII Stock Holding History

Gary Goldberg Planning Services’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4
Closed -$1K – 451
2014
Q1 		$1K Buy
+4
New +$540 ﹤0.01% 378

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gary Goldberg Planning Services's PII Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Polaris (PII) in Q2 2014, closing a stake of 4 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in PII in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 424 funds tracked by Wall St. Rank hold PII as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Polaris position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 4 Polaris shares in Q2 2014, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in Polaris in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Polaris position peaked at $1K in Q1 2014.
  • 424 funds tracked by Wall St. Rank held Polaris as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.