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Gary Goldberg Planning Services’s Qualcomm QCOM Stock Holding History

Gary Goldberg Planning Services’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$483K Sell
6,494
-144
-2% -$10.5K 0.2% 65
2014
Q3 		$496K Buy
6,638
+1,916
+41% +$147K 0.21% 67
2014
Q2 		$374K Buy
4,722
+2,531
+116% +$201K 0.16% 78
2014
Q1 		$173K Buy
2,191
+901
+70% +$67.9K 0.08% 113
2013
Q4 		$96K Buy
1,290
+1,070
+486% +$75.5K 0.06% 137
2013
Q3 		$15K Hold
220
– – 0.01% 265
2013
Q2 		$13K Buy
+220
New +$14K 0.01% 281

Other funds holding QCOM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Qualcomm (QCOM) stake by 2.2% in Q4 2014, selling an estimated $10.5K and leaving 6,494 shares worth $483K. The position accounts for 0.2% of the portfolio, ranked #65.

Gary Goldberg Planning Services first reported a position in QCOM in Q2 2013 and has held it in 7 quarters since. The position peaked at $496K in Q3 2014. 1,609 funds tracked by Wall St. Rank hold QCOM as of Q4 2014.

  • Gary Goldberg Planning Services held 6,494 shares of Qualcomm worth $483K as of Q4 2014.
  • Gary Goldberg Planning Services sold 144 Qualcomm shares in Q4 2014, an estimated $10.5K.
  • Qualcomm made up 0.2% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #65 holding.
  • Gary Goldberg Planning Services first reported a position in Qualcomm in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Qualcomm position peaked at $496K in Q3 2014.
  • 1,609 funds tracked by Wall St. Rank held Qualcomm as of Q4 2014.

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