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Gary Goldberg Planning Services’s B&G Foods BGS Stock Holding History

Gary Goldberg Planning Services’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$100K Buy
3,355
+1,153
+52% +$33.5K 0.04% 149
2014
Q3 		$61K Sell
2,202
-23
-1% -$679 0.03% 194
2014
Q2 		$73K Buy
2,225
+1,400
+170% +$45.9K 0.03% 181
2014
Q1 		$25K Hold
825
– – 0.01% 263
2013
Q4 		$28K Hold
825
– – 0.02% 233
2013
Q3 		$29K Hold
825
– – 0.02% 231
2013
Q2 		$28K Buy
+825
New +$25.2K 0.02% 223

Other funds holding BGS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its B&G Foods (BGS) stake by 52% in Q4 2014, buying an estimated $33.5K and bringing the position to 3,355 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #149.

Gary Goldberg Planning Services first reported a position in BGS in Q2 2013 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold BGS as of Q4 2014.

  • Gary Goldberg Planning Services held 3,355 shares of B&G Foods worth $100K as of Q4 2014.
  • Gary Goldberg Planning Services bought 1,153 B&G Foods shares in Q4 2014, an estimated $33.5K.
  • B&G Foods made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #149 holding.
  • Gary Goldberg Planning Services first reported a position in B&G Foods in Q2 2013 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held B&G Foods as of Q4 2014.

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