GGPS
CALM icon

Gary Goldberg Planning Services’s Cal-Maine CALM Stock Holding History

Gary Goldberg Planning Services’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$51K Buy
1,306
+2
+0.2% +$85 0.02% 210
2014
Q3 		$58K Sell
1,304
-46
-3% -$1.82K 0.02% 199
2014
Q2 		$50K Buy
+1,350
New +$44.3K 0.02% 220

Other funds holding CALM

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Cal-Maine (CALM) stake by 0.15% in Q4 2014, buying an estimated $85 and bringing the position to 1,306 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #210.

Gary Goldberg Planning Services first reported a position in CALM in Q2 2014 and has held it in 3 quarters since. The position peaked at $58K in Q3 2014. 226 funds tracked by Wall St. Rank hold CALM as of Q4 2014.

  • Gary Goldberg Planning Services held 1,306 shares of Cal-Maine worth $51K as of Q4 2014.
  • Gary Goldberg Planning Services bought 2 Cal-Maine shares in Q4 2014, an estimated $85.
  • Cal-Maine made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #210 holding.
  • Gary Goldberg Planning Services first reported a position in Cal-Maine in Q2 2014 and has held it in 3 quarters since.
  • Gary Goldberg Planning Services's Cal-Maine position peaked at $58K in Q3 2014.
  • 226 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2014.

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