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Gary Goldberg Planning Services’s Under Armour UAA Stock Holding History

Gary Goldberg Planning Services’s Portfolio UAA Stock Details UAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$51K Hold
1,501
– – 0.02% 214
2014
Q3 		$51K Sell
1,501
-171
-10% -$5.66K 0.02% 221
2014
Q2 		$49K Hold
1,672
– – 0.02% 227
2014
Q1 		$48K Hold
1,672
– – 0.02% 222
2013
Q4 		$36K Hold
1,672
– – 0.02% 218
2013
Q3 		$33K Buy
+1,672
New +$29.3K 0.02% 223

Other funds holding UAA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Under Armour (UAA) position steady in Q4 2014 at 1,501 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #214.

Gary Goldberg Planning Services first reported a position in UAA in Q3 2013 and has held it in 6 quarters since. 528 funds tracked by Wall St. Rank hold UAA as of Q4 2014.

  • Gary Goldberg Planning Services held 1,501 shares of Under Armour worth $51K as of Q4 2014.
  • Gary Goldberg Planning Services left its Under Armour share count unchanged in Q4 2014.
  • Under Armour made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #214 holding.
  • Gary Goldberg Planning Services first reported a position in Under Armour in Q3 2013 and has held it in 6 quarters since.
  • 528 funds tracked by Wall St. Rank held Under Armour as of Q4 2014.

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