GGPS
B

Gary Goldberg Planning Services’s Barnes Group Inc. B Stock Holding History

Gary Goldberg Planning Services’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$137K Buy
3,702
+2,252
+155% +$79K 0.06% 126
2014
Q3 		$44K Buy
+1,450
New +$50.9K 0.02% 249

Other funds holding B

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Barnes Group Inc. (B) stake by 155% in Q4 2014, buying an estimated $79K and bringing the position to 3,702 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #126.

Gary Goldberg Planning Services first reported a position in B in Q3 2014 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold B as of Q4 2014.

  • Gary Goldberg Planning Services held 3,702 shares of Barnes Group Inc. worth $137K as of Q4 2014.
  • Gary Goldberg Planning Services bought 2,252 Barnes Group Inc. shares in Q4 2014, an estimated $79K.
  • Barnes Group Inc. made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #126 holding.
  • Gary Goldberg Planning Services first reported a position in Barnes Group Inc. in Q3 2014 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Barnes Group Inc. as of Q4 2014.

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