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Gary Goldberg Planning Services’s Healthcare Services Group HCSG Stock Holding History

Gary Goldberg Planning Services’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$147K Buy
4,751
+718
+18% +$21.3K 0.06% 121
2014
Q3 		$115K Sell
4,033
-204
-5% -$5.68K 0.05% 137
2014
Q2 		$125K Buy
4,237
+1,459
+53% +$43.1K 0.06% 138
2014
Q1 		$81K Buy
2,778
+2,498
+892% +$68.5K 0.04% 173
2013
Q4 		$8K Buy
+280
New +$7.67K ﹤0.01% 302

Other funds holding HCSG

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
CPCM
Clifton Park Capital Management Wilmington, Delaware $881M AUM 5.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Healthcare Services Group (HCSG) stake by 18% in Q4 2014, buying an estimated $21.3K and bringing the position to 4,751 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #121.

Gary Goldberg Planning Services first reported a position in HCSG in Q4 2013 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold HCSG as of Q4 2014.

  • Gary Goldberg Planning Services held 4,751 shares of Healthcare Services Group worth $147K as of Q4 2014.
  • Gary Goldberg Planning Services bought 718 Healthcare Services Group shares in Q4 2014, an estimated $21.3K.
  • Healthcare Services Group made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #121 holding.
  • Gary Goldberg Planning Services first reported a position in Healthcare Services Group in Q4 2013 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2014.

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