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Gary Goldberg Planning Services’s FTI Consulting FCN Stock Holding History

Gary Goldberg Planning Services’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,470
Closed -$60K – 411
2013
Q4 		$60K Buy
1,470
+55
+4% +$2.29K 0.03% 190
2013
Q3 		$53K Buy
1,415
+1,010
+249% +$35.8K 0.03% 192
2013
Q2 		$13K Buy
+405
New +$14.1K 0.01% 279

Other funds holding FCN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of FTI Consulting (FCN) in Q1 2014, closing a stake of 1,470 shares — an estimated $60K sold.

Gary Goldberg Planning Services first reported a position in FCN in Q2 2013 and held it in 3 quarters. The position peaked at $60K in Q4 2013. 160 funds tracked by Wall St. Rank hold FCN as of Q1 2014.

  • Gary Goldberg Planning Services reported no remaining FTI Consulting position as of Q1 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,470 FTI Consulting shares in Q1 2014, an estimated $60K.
  • Gary Goldberg Planning Services first reported a position in FTI Consulting in Q2 2013 and held it in 3 quarters.
  • Gary Goldberg Planning Services's FTI Consulting position peaked at $60K in Q4 2013.
  • 160 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2014.

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