GGPS
STJ

Gary Goldberg Planning Services’s St Jude Medical STJ Stock Holding History

Gary Goldberg Planning Services’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$140K Sell
2,147
-140
-6% -$9.02K 0.06% 125
2014
Q3 		$138K Buy
2,287
+114
+5% +$7.45K 0.06% 131
2014
Q2 		$150K Sell
2,173
-23
-1% -$1.49K 0.07% 128
2014
Q1 		$144K Buy
2,196
+901
+70% +$58.7K 0.07% 123
2013
Q4 		$80K Buy
+1,295
New +$75K 0.05% 154

Other funds holding STJ

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its St Jude Medical (STJ) stake by 6.1% in Q4 2014, selling an estimated $9.02K and leaving 2,147 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #125.

Gary Goldberg Planning Services first reported a position in STJ in Q4 2013 and has held it in 5 quarters since. The position peaked at $150K in Q2 2014. 591 funds tracked by Wall St. Rank hold STJ as of Q4 2014.

  • Gary Goldberg Planning Services held 2,147 shares of St Jude Medical worth $140K as of Q4 2014.
  • Gary Goldberg Planning Services sold 140 St Jude Medical shares in Q4 2014, an estimated $9.02K.
  • St Jude Medical made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #125 holding.
  • Gary Goldberg Planning Services first reported a position in St Jude Medical in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's St Jude Medical position peaked at $150K in Q2 2014.
  • 591 funds tracked by Wall St. Rank held St Jude Medical as of Q4 2014.

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