GGPS
VMW

Gary Goldberg Planning Services’s VMware, Inc VMW Stock Holding History

Gary Goldberg Planning Services’s Portfolio VMW Stock Details VMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$8K Hold
100
– – ﹤0.01% 371
2014
Q3 		$9K Hold
100
– – ﹤0.01% 390
2014
Q2 		$10K Buy
+100
New +$9.72K ﹤0.01% 353
2014
Q1 		– Sell
-500
Closed -$45K – 457
2013
Q4 		$45K Sell
500
-500
-50% -$41.3K 0.03% 207
2013
Q3 		$81K Sell
1,000
-400
-29% -$32.3K 0.05% 154
2013
Q2 		$94K Buy
+1,400
New +$102K 0.06% 122

Other funds holding VMW

CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gary Goldberg Planning Services held its VMware, Inc (VMW) position steady in Q4 2014 at 100 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Gary Goldberg Planning Services first reported a position in VMW in Q2 2013 and has held it in 6 quarters since. The position peaked at $94K in Q2 2013. 395 funds tracked by Wall St. Rank hold VMW as of Q4 2014.

  • Gary Goldberg Planning Services held 100 shares of VMware, Inc worth $8K as of Q4 2014.
  • Gary Goldberg Planning Services left its VMware, Inc share count unchanged in Q4 2014.
  • VMware, Inc made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #371 holding.
  • Gary Goldberg Planning Services first reported a position in VMware, Inc in Q2 2013 and has held it in 6 quarters since.
  • Gary Goldberg Planning Services's VMware, Inc position peaked at $94K in Q2 2013.
  • 395 funds tracked by Wall St. Rank held VMware, Inc as of Q4 2014.

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