Gary Goldberg Planning Services’s Boston Beer SAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$29K	Hold	100	–	–	0.01%	272
2014 Q3	$22K	Hold	100	–	–	0.01%	306
2014 Q2	$22K	Hold	100	–	–	0.01%	287
2014 Q1	$24K	Hold	100	–	–	0.01%	269
2013 Q4	$24K	Hold	100	–	–	0.01%	247
2013 Q3	$24K	Hold	100	–	–	0.01%	242
2013 Q2	$17K	Buy	+100	New	+$15.9K	0.01%	261

Other funds holding SAM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

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

Gary Goldberg Planning Services held its Boston Beer (SAM) position steady in Q4 2014 at 100 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #272.

Gary Goldberg Planning Services first reported a position in SAM in Q2 2013 and has held it in 7 quarters since. 203 funds tracked by Wall St. Rank hold SAM as of Q4 2014.

Gary Goldberg Planning Services held 100 shares of Boston Beer worth $29K as of Q4 2014.
Gary Goldberg Planning Services left its Boston Beer share count unchanged in Q4 2014.
Boston Beer made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #272 holding.
Gary Goldberg Planning Services first reported a position in Boston Beer in Q2 2013 and has held it in 7 quarters since.
203 funds tracked by Wall St. Rank held Boston Beer as of Q4 2014.

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