GGPS
WBA

Gary Goldberg Planning Services’s Walgreens Boots Alliance WBA Stock Holding History

Gary Goldberg Planning Services’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$317K Buy
4,159
+251
+6% +$16.8K 0.13% 83
2014
Q3 		$232K Sell
3,908
-269
-6% -$17.6K 0.1% 107
2014
Q2 		$310K Sell
4,177
-149
-3% -$10.4K 0.14% 87
2014
Q1 		$286K Buy
4,326
+1
+0% +$63 0.14% 91
2013
Q4 		$248K Sell
4,325
-49
-1% -$2.85K 0.14% 87
2013
Q3 		$235K Buy
4,374
+552
+14% +$27.7K 0.14% 86
2013
Q2 		$169K Buy
+3,822
New +$186K 0.11% 87

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Walgreens Boots Alliance (WBA) stake by 6.4% in Q4 2014, buying an estimated $16.8K and bringing the position to 4,159 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #83.

Gary Goldberg Planning Services first reported a position in WBA in Q2 2013 and has held it in 7 quarters since. 1,129 funds tracked by Wall St. Rank hold WBA as of Q4 2014.

  • Gary Goldberg Planning Services held 4,159 shares of Walgreens Boots Alliance worth $317K as of Q4 2014.
  • Gary Goldberg Planning Services bought 251 Walgreens Boots Alliance shares in Q4 2014, an estimated $16.8K.
  • Walgreens Boots Alliance made up 0.13% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #83 holding.
  • Gary Goldberg Planning Services first reported a position in Walgreens Boots Alliance in Q2 2013 and has held it in 7 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2014.

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