GGPS
BCPC

Gary Goldberg Planning Services’s Balchem Corp BCPC Stock Holding History

Gary Goldberg Planning Services’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$13K – 379
2013
Q2 		$13K Buy
+300
New +$13.4K 0.01% 284

Other funds holding BCPC

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Gary Goldberg Planning Services's BCPC Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of Balchem Corp (BCPC) in Q3 2013, closing a stake of 300 shares — an estimated $13K sold.

Gary Goldberg Planning Services first reported a position in BCPC in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 150 funds tracked by Wall St. Rank hold BCPC as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining Balchem Corp position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 300 Balchem Corp shares in Q3 2013, an estimated $13K.
  • Gary Goldberg Planning Services first reported a position in Balchem Corp in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Balchem Corp position peaked at $13K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.