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Gary Goldberg Planning Services’s Wells Fargo WFC Stock Holding History

Gary Goldberg Planning Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$43K Hold
787
– – 0.02% 233
2014
Q3 		$41K Buy
787
+149
+23% +$7.66K 0.02% 254
2014
Q2 		$34K Buy
638
+538
+538% +$27K 0.02% 256
2014
Q1 		$5K Sell
100
-100
-50% -$4.66K ﹤0.01% 359
2013
Q4 		$9K Hold
200
– – 0.01% 296
2013
Q3 		$8K Hold
200
– – ﹤0.01% 304
2013
Q2 		$8K Buy
+200
New +$7.79K 0.01% 313

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Wells Fargo (WFC) position steady in Q4 2014 at 787 shares worth $43K. The position accounts for 0.02% of the portfolio, ranked #233.

Gary Goldberg Planning Services first reported a position in WFC in Q2 2013 and has held it in 7 quarters since. 1,788 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • Gary Goldberg Planning Services held 787 shares of Wells Fargo worth $43K as of Q4 2014.
  • Gary Goldberg Planning Services left its Wells Fargo share count unchanged in Q4 2014.
  • Wells Fargo made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #233 holding.
  • Gary Goldberg Planning Services first reported a position in Wells Fargo in Q2 2013 and has held it in 7 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

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