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Gary Goldberg Planning Services’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Gary Goldberg Planning Services’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-9
Closed – – 466
2014
Q1 		$0 Buy
+9
New +$348 ﹤0.01% 450

Other funds holding BECN

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MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2014, closing a stake of 9 shares.

Gary Goldberg Planning Services first reported a position in BECN in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 167 funds tracked by Wall St. Rank hold BECN as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 9 Beacon Roofing Supply, Inc. shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Beacon Roofing Supply, Inc. in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Beacon Roofing Supply, Inc. position peaked at $0 in Q1 2014.
  • 167 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2014.

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