Gary Goldberg Planning Services’s Sanofi SNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$6K	Sell	122 -30,712	-100%	-$1.49M	﹤0.01%	388
2014 Q3	$1.74M	Buy	30,834 +390	+1%	+$20.9K	0.72%	35
2014 Q2	$1.62M	Buy	30,444 +29,814	+4,732%	+$1.58M	0.71%	36
2014 Q1	$33K	Buy	630 +8	+1%	+$405	0.02%	244
2013 Q4	$33K	Sell	622 -20,649	-97%	-$1.07M	0.02%	225
2013 Q3	$1.08M	Sell	21,271 -38,043	-64%	-$1.94M	0.65%	40
2013 Q2	$3.06M	Buy	+59,314	New	+$3.16M	1.95%	18

Other funds holding SNY

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Sanofi (SNY) stake by 100% in Q4 2014, selling an estimated $1.49M and leaving 122 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Gary Goldberg Planning Services first reported a position in SNY in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.06M in Q2 2013. 498 funds tracked by Wall St. Rank hold SNY as of Q4 2014.

Gary Goldberg Planning Services held 122 shares of Sanofi worth $6K as of Q4 2014.
Gary Goldberg Planning Services sold 30,712 Sanofi shares in Q4 2014, an estimated $1.49M.
Sanofi made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #388 holding.
Gary Goldberg Planning Services first reported a position in Sanofi in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Sanofi position peaked at $3.06M in Q2 2013.
498 funds tracked by Wall St. Rank held Sanofi as of Q4 2014.

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