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Gary Goldberg Planning Services’s H.B. Fuller FUL Stock Holding History

Gary Goldberg Planning Services’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,169
Closed -$56K – 483
2014
Q2 		$56K Buy
1,169
+2
+0.2% +$96 0.02% 207
2014
Q1 		$56K Buy
1,167
+1,022
+705% +$49.4K 0.03% 212
2013
Q4 		$8K Hold
145
– – ﹤0.01% 300
2013
Q3 		$7K Buy
+145
New +$5.79K ﹤0.01% 305

Other funds holding FUL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gary Goldberg Planning Services's FUL Position: Q3 2014 in Review

Gary Goldberg Planning Services sold out of H.B. Fuller (FUL) in Q3 2014, closing a stake of 1,169 shares — an estimated $56K sold.

Gary Goldberg Planning Services first reported a position in FUL in Q3 2013 and held it in 4 quarters. The position peaked at $56K in Q2 2014. 176 funds tracked by Wall St. Rank hold FUL as of Q3 2014.

  • Gary Goldberg Planning Services reported no remaining H.B. Fuller position as of Q3 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,169 H.B. Fuller shares in Q3 2014, an estimated $56K.
  • Gary Goldberg Planning Services first reported a position in H.B. Fuller in Q3 2013 and held it in 4 quarters.
  • Gary Goldberg Planning Services's H.B. Fuller position peaked at $56K in Q2 2014.
  • 176 funds tracked by Wall St. Rank held H.B. Fuller as of Q3 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2014, filed 10 Nov 2014.