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Gary Goldberg Planning Services’s Sempra SRE Stock Holding History

Gary Goldberg Planning Services’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-38
Closed -$2K – 486
2014
Q3 		$2K Buy
+38
New +$1.96K ﹤0.01% 459

Other funds holding SRE

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Gary Goldberg Planning Services sold out of Sempra (SRE) in Q4 2014, closing a stake of 38 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in SRE in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 574 funds tracked by Wall St. Rank hold SRE as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Sempra position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 38 Sempra shares in Q4 2014, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in Sempra in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Sempra position peaked at $2K in Q3 2014.
  • 574 funds tracked by Wall St. Rank held Sempra as of Q4 2014.

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