Gary Goldberg Planning Services’s CACI CACI Stock Holding History

Gary Goldberg Planning Services’s Portfolio CACI Stock Details CACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$9K	Sell	105 -80	-43%	-$6.51K	﹤0.01%	361
2014 Q3	$13K	Sell	185 -695	-79%	-$49K	0.01%	350
2014 Q2	$62K	Hold	880	–	–	0.03%	197
2014 Q1	$65K	Hold	880	–	–	0.03%	192
2013 Q4	$64K	Buy	880 +115	+15%	+$8.15K	0.04%	180
2013 Q3	$53K	Buy	765 +620	+428%	+$41.4K	0.03%	191
2013 Q2	$9K	Buy	+145	New	+$8.75K	0.01%	303

Other funds holding CACI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BHG

Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its CACI (CACI) stake by 43% in Q4 2014, selling an estimated $6.51K and leaving 105 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Gary Goldberg Planning Services first reported a position in CACI in Q2 2013 and has held it in 7 quarters since. The position peaked at $65K in Q1 2014. 205 funds tracked by Wall St. Rank hold CACI as of Q4 2014.

Gary Goldberg Planning Services held 105 shares of CACI worth $9K as of Q4 2014.
Gary Goldberg Planning Services sold 80 CACI shares in Q4 2014, an estimated $6.51K.
CACI made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #361 holding.
Gary Goldberg Planning Services first reported a position in CACI in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's CACI position peaked at $65K in Q1 2014.
205 funds tracked by Wall St. Rank held CACI as of Q4 2014.

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