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Gary Goldberg Planning Services’s Kelly Services Class A KELYA Stock Holding History

Gary Goldberg Planning Services’s Portfolio KELYA Stock Details KELYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-483
Closed -$8K – 474
2014
Q3 		$8K Buy
483
+2
+0.4% +$33 ﹤0.01% 394
2014
Q2 		$8K Sell
481
-2
-0.4% -$39 ﹤0.01% 361
2014
Q1 		$11K Buy
+483
New +$11.8K 0.01% 327

Other funds holding KELYA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of Kelly Services Class A (KELYA) in Q4 2014, closing a stake of 483 shares — an estimated $8K sold.

Gary Goldberg Planning Services first reported a position in KELYA in Q1 2014 and held it in 3 quarters. The position peaked at $11K in Q1 2014. 130 funds tracked by Wall St. Rank hold KELYA as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Kelly Services Class A position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 483 Kelly Services Class A shares in Q4 2014, an estimated $8K.
  • Gary Goldberg Planning Services first reported a position in Kelly Services Class A in Q1 2014 and held it in 3 quarters.
  • Gary Goldberg Planning Services's Kelly Services Class A position peaked at $11K in Q1 2014.
  • 130 funds tracked by Wall St. Rank held Kelly Services Class A as of Q4 2014.

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