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Gary Goldberg Planning Services’s Koppers KOP Stock Holding History

Gary Goldberg Planning Services’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1
Closed – – 434
2014
Q1 		$0 Buy
+1
New +$41 ﹤0.01% 421

Other funds holding KOP

SAM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gary Goldberg Planning Services's KOP Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Koppers (KOP) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in KOP in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 147 funds tracked by Wall St. Rank hold KOP as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Koppers position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 Koppers share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Koppers in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Koppers position peaked at $0 in Q1 2014.
  • 147 funds tracked by Wall St. Rank held Koppers as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.