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Gary Goldberg Planning Services’s Target TGT Stock Holding History

Gary Goldberg Planning Services’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$4.46M Sell
58,772
-43,459
-43% -$2.93M 1.87% 16
2014
Q3 		$6.41M Buy
102,231
+93,627
+1,088% +$5.67M 2.67% 11
2014
Q2 		$499K Sell
8,604
-151
-2% -$8.88K 0.22% 69
2014
Q1 		$530K Buy
8,755
+2,375
+37% +$141K 0.26% 57
2013
Q4 		$404K Buy
6,380
+171
+3% +$10.9K 0.24% 64
2013
Q3 		$397K Buy
6,209
+155
+3% +$10.6K 0.24% 63
2013
Q2 		$417K Buy
+6,054
New +$421K 0.27% 60

Other funds holding TGT

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Target (TGT) stake by 43% in Q4 2014, selling an estimated $2.93M and leaving 58,772 shares worth $4.46M. The position accounts for 1.87% of the portfolio, ranked #16.

Gary Goldberg Planning Services first reported a position in TGT in Q2 2013 and has held it in 7 quarters since. The position peaked at $6.41M in Q3 2014. 1,065 funds tracked by Wall St. Rank hold TGT as of Q4 2014.

  • Gary Goldberg Planning Services held 58,772 shares of Target worth $4.46M as of Q4 2014.
  • Gary Goldberg Planning Services sold 43,459 Target shares in Q4 2014, an estimated $2.93M.
  • Target made up 1.87% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #16 holding.
  • Gary Goldberg Planning Services first reported a position in Target in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Target position peaked at $6.41M in Q3 2014.
  • 1,065 funds tracked by Wall St. Rank held Target as of Q4 2014.

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