Gary Goldberg Planning Services’s Kaman Corp KAMN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$76K Buy
1,896
+479
+34% +$19.2K 0.03% 181
2014
Q3
$56K Sell
1,417
-97
-6% -$3.97K 0.02% 209
2014
Q2
$65K Sell
1,514
-107
-7% -$4.46K 0.03% 190
2014
Q1
$66K Buy
+1,621
New +$64.3K 0.03% 191

Other funds holding KAMN

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

Gary Goldberg Planning Services increased its Kaman Corp (KAMN) stake by 34% in Q4 2014, buying an estimated $19.2K and bringing the position to 1,896 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #181.

Gary Goldberg Planning Services first reported a position in KAMN in Q1 2014 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold KAMN as of Q4 2014.

  • Gary Goldberg Planning Services held 1,896 shares of Kaman Corp worth $76K as of Q4 2014.
  • Gary Goldberg Planning Services bought 479 Kaman Corp shares in Q4 2014, an estimated $19.2K.
  • Kaman Corp made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #181 holding.
  • Gary Goldberg Planning Services first reported a position in Kaman Corp in Q1 2014 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Kaman Corp as of Q4 2014.

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