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Gary Goldberg Planning Services’s Charles River Laboratories CRL Stock Holding History

Gary Goldberg Planning Services’s Portfolio CRL Stock Details CRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$107K Sell
1,675
-200
-11% -$12.5K 0.05% 140
2014
Q3 		$112K Sell
1,875
-105
-5% -$6.01K 0.05% 140
2014
Q2 		$106K Buy
1,980
+895
+82% +$49.1K 0.05% 153
2014
Q1 		$65K Buy
1,085
+935
+623% +$54.5K 0.03% 193
2013
Q4 		$8K Buy
+150
New +$7.53K ﹤0.01% 299

Other funds holding CRL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Charles River Laboratories (CRL) stake by 11% in Q4 2014, selling an estimated $12.5K and leaving 1,675 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #140.

Gary Goldberg Planning Services first reported a position in CRL in Q4 2013 and has held it in 5 quarters since. The position peaked at $112K in Q3 2014. 252 funds tracked by Wall St. Rank hold CRL as of Q4 2014.

  • Gary Goldberg Planning Services held 1,675 shares of Charles River Laboratories worth $107K as of Q4 2014.
  • Gary Goldberg Planning Services sold 200 Charles River Laboratories shares in Q4 2014, an estimated $12.5K.
  • Charles River Laboratories made up 0.05% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #140 holding.
  • Gary Goldberg Planning Services first reported a position in Charles River Laboratories in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's Charles River Laboratories position peaked at $112K in Q3 2014.
  • 252 funds tracked by Wall St. Rank held Charles River Laboratories as of Q4 2014.

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