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Gary Goldberg Planning Services’s Travel + Leisure Co TNL Stock Holding History

Gary Goldberg Planning Services’s Portfolio TNL Stock Details TNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$2K Hold
49
– – ﹤0.01% 431
2014
Q3 		$2K Buy
+49
New +$1.74K ﹤0.01% 460

Other funds holding TNL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Travel + Leisure Co (TNL) position steady in Q4 2014 at 49 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Gary Goldberg Planning Services first reported a position in TNL in Q3 2014 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold TNL as of Q4 2014.

  • Gary Goldberg Planning Services held 49 shares of Travel + Leisure Co worth $2K as of Q4 2014.
  • Gary Goldberg Planning Services left its Travel + Leisure Co share count unchanged in Q4 2014.
  • Travel + Leisure Co made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #431 holding.
  • Gary Goldberg Planning Services first reported a position in Travel + Leisure Co in Q3 2014 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held Travel + Leisure Co as of Q4 2014.

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