Gary Goldberg Planning Services’s Tech Data Corp TECD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$96K	Buy	1,520 +815	+116%	+$48.8K	0.04%	154
2014 Q3	$41K	Buy	+705	New	+$45.6K	0.02%	255
2014 Q2	–	Sell	-1,175	Closed	-$72K	–	480
2014 Q1	$72K	Hold	1,175	–	–	0.04%	180
2013 Q4	$61K	Hold	1,175	–	–	0.04%	188
2013 Q3	$59K	Buy	1,175 +95	+9%	+$4.79K	0.04%	178
2013 Q2	$51K	Buy	+1,080	New	+$51.1K	0.03%	187

Other funds holding TECD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AWM

Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BFA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Tech Data Corp (TECD) stake by 116% in Q4 2014, buying an estimated $48.8K and bringing the position to 1,520 shares worth $96K. The position accounts for 0.04% of the portfolio, ranked #154.

Gary Goldberg Planning Services first reported a position in TECD in Q2 2013 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold TECD as of Q4 2014.

Gary Goldberg Planning Services held 1,520 shares of Tech Data Corp worth $96K as of Q4 2014.
Gary Goldberg Planning Services bought 815 Tech Data Corp shares in Q4 2014, an estimated $48.8K.
Tech Data Corp made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #154 holding.
Gary Goldberg Planning Services first reported a position in Tech Data Corp in Q2 2013 and has held it in 6 quarters since.
218 funds tracked by Wall St. Rank held Tech Data Corp as of Q4 2014.

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