Gary Goldberg Planning Services’s J&J Snack Foods JJSF Stock Holding History

Gary Goldberg Planning Services’s Portfolio JJSF Stock Details JJSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$15K	Sell	140 -418	-75%	-$42.8K	0.01%	318
2014 Q3	$52K	Sell	558 -578	-51%	-$54.5K	0.02%	217
2014 Q2	$107K	Buy	1,136 +2	+0.2%	+$188	0.05%	152
2014 Q1	$109K	Buy	1,134 +328	+41%	+$29.7K	0.05%	141
2013 Q4	$71K	Buy	806 +31	+4%	+$2.62K	0.04%	169
2013 Q3	$63K	Buy	775 +525	+210%	+$41.9K	0.04%	171
2013 Q2	$19K	Buy	+250	New	+$19K	0.01%	247

Other funds holding JJSF

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its J&J Snack Foods (JJSF) stake by 75% in Q4 2014, selling an estimated $42.8K and leaving 140 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #318.

Gary Goldberg Planning Services first reported a position in JJSF in Q2 2013 and has held it in 7 quarters since. The position peaked at $109K in Q1 2014. 173 funds tracked by Wall St. Rank hold JJSF as of Q4 2014.

Gary Goldberg Planning Services held 140 shares of J&J Snack Foods worth $15K as of Q4 2014.
Gary Goldberg Planning Services sold 418 J&J Snack Foods shares in Q4 2014, an estimated $42.8K.
J&J Snack Foods made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #318 holding.
Gary Goldberg Planning Services first reported a position in J&J Snack Foods in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's J&J Snack Foods position peaked at $109K in Q1 2014.
173 funds tracked by Wall St. Rank held J&J Snack Foods as of Q4 2014.

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