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Gary Goldberg Planning Services’s Designer Brands DBI Stock Holding History

Gary Goldberg Planning Services’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$66K Buy
1,781
+4
+0.2% +$131 0.03% 187
2014
Q3 		$53K Sell
1,777
-69
-4% -$1.98K 0.02% 213
2014
Q2 		$52K Buy
+1,846
New +$58.2K 0.02% 215

Other funds holding DBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Designer Brands (DBI) stake by 0.23% in Q4 2014, buying an estimated $131 and bringing the position to 1,781 shares worth $66K. The position accounts for 0.03% of the portfolio, ranked #187.

Gary Goldberg Planning Services first reported a position in DBI in Q2 2014 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold DBI as of Q4 2014.

  • Gary Goldberg Planning Services held 1,781 shares of Designer Brands worth $66K as of Q4 2014.
  • Gary Goldberg Planning Services bought 4 Designer Brands shares in Q4 2014, an estimated $131.
  • Designer Brands made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #187 holding.
  • Gary Goldberg Planning Services first reported a position in Designer Brands in Q2 2014 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held Designer Brands as of Q4 2014.

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