Gary Goldberg Planning Services’s Del Monte Corp DMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$49K	Sell	1,463 -302	-17%	-$9.84K	0.02%	218
2014 Q3	$56K	Buy	1,765 +1,550	+721%	+$48.4K	0.02%	207
2014 Q2	$7K	Hold	215	–	–	﹤0.01%	366
2014 Q1	$6K	Sell	215 -1,988	-90%	-$53.5K	﹤0.01%	351
2013 Q4	$62K	Buy	2,203 +5	+0.2%	+$141	0.04%	184
2013 Q3	$65K	Buy	2,198 +199	+10%	+$5.79K	0.04%	167
2013 Q2	$56K	Buy	+1,999	New	+$53.7K	0.04%	176

Other funds holding DMC

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BFA

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Del Monte Corp (DMC) stake by 17% in Q4 2014, selling an estimated $9.84K and leaving 1,463 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #218.

Gary Goldberg Planning Services first reported a position in DMC in Q2 2013 and has held it in 7 quarters since. The position peaked at $65K in Q3 2013. 130 funds tracked by Wall St. Rank hold DMC as of Q4 2014.

Gary Goldberg Planning Services held 1,463 shares of Del Monte Corp worth $49K as of Q4 2014.
Gary Goldberg Planning Services sold 302 Del Monte Corp shares in Q4 2014, an estimated $9.84K.
Del Monte Corp made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #218 holding.
Gary Goldberg Planning Services first reported a position in Del Monte Corp in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Del Monte Corp position peaked at $65K in Q3 2013.
130 funds tracked by Wall St. Rank held Del Monte Corp as of Q4 2014.

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