GGPS
V icon

Gary Goldberg Planning Services’s Visa V Stock Holding History

Gary Goldberg Planning Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$825K Buy
12,588
+2,612
+26% +$157K 0.35% 50
2014
Q3 		$532K Sell
9,976
-868
-8% -$46.6K 0.22% 64
2014
Q2 		$571K Buy
10,844
+468
+5% +$24.5K 0.25% 59
2014
Q1 		$560K Buy
10,376
+2,668
+35% +$148K 0.27% 56
2013
Q4 		$429K Buy
7,708
+1,348
+21% +$68K 0.25% 60
2013
Q3 		$304K Buy
6,360
+3,588
+129% +$166K 0.18% 75
2013
Q2 		$127K Buy
+2,772
New +$121K 0.08% 101

Other funds holding V

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Visa (V) stake by 26% in Q4 2014, buying an estimated $157K and bringing the position to 12,588 shares worth $825K. The position accounts for 0.35% of the portfolio, ranked #50.

Gary Goldberg Planning Services first reported a position in V in Q2 2013 and has held it in 7 quarters since. 1,273 funds tracked by Wall St. Rank hold V as of Q4 2014.

  • Gary Goldberg Planning Services held 12,588 shares of Visa worth $825K as of Q4 2014.
  • Gary Goldberg Planning Services bought 2,612 Visa shares in Q4 2014, an estimated $157K.
  • Visa made up 0.35% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #50 holding.
  • Gary Goldberg Planning Services first reported a position in Visa in Q2 2013 and has held it in 7 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Visa as of Q4 2014.

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