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Gary Goldberg Planning Services’s FirstCash FCFS Stock Holding History

Gary Goldberg Planning Services’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,055
Closed -$65K – 410
2013
Q4 		$65K Buy
1,055
+260
+33% +$15.7K 0.04% 177
2013
Q3 		$46K Buy
795
+110
+16% +$5.97K 0.03% 206
2013
Q2 		$34K Buy
+685
New +$37.2K 0.02% 214

Other funds holding FCFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of FirstCash (FCFS) in Q1 2014, closing a stake of 1,055 shares — an estimated $65K sold.

Gary Goldberg Planning Services first reported a position in FCFS in Q2 2013 and held it in 3 quarters. The position peaked at $65K in Q4 2013. 151 funds tracked by Wall St. Rank hold FCFS as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining FirstCash position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,055 FirstCash shares in Q1 2014, an estimated $65K.
  • Gary Goldberg Planning Services first reported a position in FirstCash in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's FirstCash position peaked at $65K in Q4 2013.
  • 151 funds tracked by Wall St. Rank held FirstCash as of Q1 2014.

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