GGPS
CHS

Gary Goldberg Planning Services’s Chicos FAS, Inc. CHS Stock Holding History

Gary Goldberg Planning Services’s Portfolio CHS Stock Details CHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-780
Closed -$15K – 455
2013
Q4 		$15K Hold
780
– – 0.01% 267
2013
Q3 		$13K Hold
780
– – 0.01% 273
2013
Q2 		$13K Buy
+780
New +$13.9K 0.01% 285

Other funds holding CHS

BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Gary Goldberg Planning Services's CHS Position: Q1 2014 in Review

Gary Goldberg Planning Services sold out of Chicos FAS, Inc. (CHS) in Q1 2014, closing a stake of 780 shares — an estimated $15K sold.

Gary Goldberg Planning Services first reported a position in CHS in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q4 2013. 236 funds tracked by Wall St. Rank hold CHS as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining Chicos FAS, Inc. position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 780 Chicos FAS, Inc. shares in Q1 2014, an estimated $15K.
  • Gary Goldberg Planning Services first reported a position in Chicos FAS, Inc. in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's Chicos FAS, Inc. position peaked at $15K in Q4 2013.
  • 236 funds tracked by Wall St. Rank held Chicos FAS, Inc. as of Q1 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q1 2014, filed 7 May 2014.