GGPS
HI

Gary Goldberg Planning Services’s Hillenbrand HI Stock Holding History

Gary Goldberg Planning Services’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$132K Buy
3,839
+864
+29% +$28.1K 0.06% 129
2014
Q3 		$92K Sell
2,975
-2,068
-41% -$66.1K 0.04% 163
2014
Q2 		$164K Sell
5,043
-2,222
-31% -$68.6K 0.07% 124
2014
Q1 		$235K Buy
7,265
+165
+2% +$4.88K 0.11% 96
2013
Q4 		$209K Buy
7,100
+61
+0.9% +$1.74K 0.12% 93
2013
Q3 		$193K Buy
7,039
+1,719
+32% +$43.4K 0.12% 96
2013
Q2 		$126K Buy
+5,320
New +$129K 0.08% 102

Other funds holding HI

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Hillenbrand (HI) stake by 29% in Q4 2014, buying an estimated $28.1K and bringing the position to 3,839 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #129.

Gary Goldberg Planning Services first reported a position in HI in Q2 2013 and has held it in 7 quarters since. The position peaked at $235K in Q1 2014. 207 funds tracked by Wall St. Rank hold HI as of Q4 2014.

  • Gary Goldberg Planning Services held 3,839 shares of Hillenbrand worth $132K as of Q4 2014.
  • Gary Goldberg Planning Services bought 864 Hillenbrand shares in Q4 2014, an estimated $28.1K.
  • Hillenbrand made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #129 holding.
  • Gary Goldberg Planning Services first reported a position in Hillenbrand in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Hillenbrand position peaked at $235K in Q1 2014.
  • 207 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2014.

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