Gary Goldberg Planning Services’s Meridian Bioscience Inc VIVO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$21K	Sell	1,284 -1,276	-50%	-$21.9K	0.01%	295
2014 Q3	$45K	Buy	2,560 +17	+0.7%	+$334	0.02%	244
2014 Q2	$52K	Buy	2,543 +16	+0.6%	+$329	0.02%	216
2014 Q1	$55K	Buy	2,527 +2,280	+923%	+$52.3K	0.03%	214
2013 Q4	$7K	Buy	247 +2	+0.8%	+$49	﹤0.01%	315
2013 Q3	$6K	Buy	+245	New	+$5.72K	﹤0.01%	322

Other funds holding VIVO

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

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

CPCM

Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Gary Goldberg Planning Services reduced its Meridian Bioscience Inc (VIVO) stake by 50% in Q4 2014, selling an estimated $21.9K and leaving 1,284 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #295.

Gary Goldberg Planning Services first reported a position in VIVO in Q3 2013 and has held it in 6 quarters since. The position peaked at $55K in Q1 2014. 160 funds tracked by Wall St. Rank hold VIVO as of Q4 2014.

Gary Goldberg Planning Services held 1,284 shares of Meridian Bioscience Inc worth $21K as of Q4 2014.
Gary Goldberg Planning Services sold 1,276 Meridian Bioscience Inc shares in Q4 2014, an estimated $21.9K.
Meridian Bioscience Inc made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #295 holding.
Gary Goldberg Planning Services first reported a position in Meridian Bioscience Inc in Q3 2013 and has held it in 6 quarters since.
Gary Goldberg Planning Services's Meridian Bioscience Inc position peaked at $55K in Q1 2014.
160 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q4 2014.

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