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Gary Goldberg Planning Services’s PTC PTC Stock Holding History

Gary Goldberg Planning Services’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$4K Hold
122
– – ﹤0.01% 409
2014
Q3 		$5K Buy
+122
New +$4.67K ﹤0.01% 422

Other funds holding PTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Gary Goldberg Planning Services held its PTC (PTC) position steady in Q4 2014 at 122 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Gary Goldberg Planning Services first reported a position in PTC in Q3 2014 and has held it in 2 quarters since. The position peaked at $5K in Q3 2014. 313 funds tracked by Wall St. Rank hold PTC as of Q4 2014.

  • Gary Goldberg Planning Services held 122 shares of PTC worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services left its PTC share count unchanged in Q4 2014.
  • PTC made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #409 holding.
  • Gary Goldberg Planning Services first reported a position in PTC in Q3 2014 and has held it in 2 quarters since.
  • Gary Goldberg Planning Services's PTC position peaked at $5K in Q3 2014.
  • 313 funds tracked by Wall St. Rank held PTC as of Q4 2014.

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