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Gary Goldberg Planning Services’s Wabtec WAB Stock Holding History

Gary Goldberg Planning Services’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7
Closed -$1K – 463
2014
Q1 		$1K Buy
+7
New +$535 ﹤0.01% 380

Other funds holding WAB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gary Goldberg Planning Services's WAB Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Wabtec (WAB) in Q2 2014, closing a stake of 7 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in WAB in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 362 funds tracked by Wall St. Rank hold WAB as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Wabtec position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 7 Wabtec shares in Q2 2014, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in Wabtec in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Wabtec position peaked at $1K in Q1 2014.
  • 362 funds tracked by Wall St. Rank held Wabtec as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.