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Gary Goldberg Planning Services’s Buckle BKE Stock Holding History

Gary Goldberg Planning Services’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$54K Buy
1,020
+2
+0.2% +$98 0.02% 203
2014
Q3 		$46K Sell
1,018
-37
-4% -$1.71K 0.02% 235
2014
Q2 		$47K Buy
+1,055
New +$48.2K 0.02% 229

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Buckle (BKE) stake by 0.2% in Q4 2014, buying an estimated $98 and bringing the position to 1,020 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #203.

Gary Goldberg Planning Services first reported a position in BKE in Q2 2014 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold BKE as of Q4 2014.

  • Gary Goldberg Planning Services held 1,020 shares of Buckle worth $54K as of Q4 2014.
  • Gary Goldberg Planning Services bought 2 Buckle shares in Q4 2014, an estimated $98.
  • Buckle made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #203 holding.
  • Gary Goldberg Planning Services first reported a position in Buckle in Q2 2014 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Buckle as of Q4 2014.

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