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Gary Goldberg Planning Services’s Haemonetics HAE Stock Holding History

Gary Goldberg Planning Services’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$55K Sell
1,480
-245
-14% -$8.97K 0.02% 200
2014
Q3 		$60K Sell
1,725
-95
-5% -$3.39K 0.03% 196
2014
Q2 		$64K Buy
1,820
+85
+5% +$2.84K 0.03% 191
2014
Q1 		$57K Buy
1,735
+1,545
+813% +$59K 0.03% 208
2013
Q4 		$8K Buy
+190
New +$7.82K ﹤0.01% 301

Other funds holding HAE

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Haemonetics (HAE) stake by 14% in Q4 2014, selling an estimated $8.97K and leaving 1,480 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #200.

Gary Goldberg Planning Services first reported a position in HAE in Q4 2013 and has held it in 5 quarters since. The position peaked at $64K in Q2 2014. 172 funds tracked by Wall St. Rank hold HAE as of Q4 2014.

  • Gary Goldberg Planning Services held 1,480 shares of Haemonetics worth $55K as of Q4 2014.
  • Gary Goldberg Planning Services sold 245 Haemonetics shares in Q4 2014, an estimated $8.97K.
  • Haemonetics made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #200 holding.
  • Gary Goldberg Planning Services first reported a position in Haemonetics in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's Haemonetics position peaked at $64K in Q2 2014.
  • 172 funds tracked by Wall St. Rank held Haemonetics as of Q4 2014.

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