GGPS
MSFG

Gary Goldberg Planning Services’s MainSource Financial Group Inc MSFG Stock Holding History

Gary Goldberg Planning Services’s Portfolio MSFG Stock Details MSFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3
Closed – – 509
2014
Q1 		$0 Buy
+3
New +$51 ﹤0.01% 491

Other funds holding MSFG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of MainSource Financial Group Inc (MSFG) in Q2 2014, closing a stake of 3 shares.

Gary Goldberg Planning Services first reported a position in MSFG in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 98 funds tracked by Wall St. Rank hold MSFG as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining MainSource Financial Group Inc position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 3 MainSource Financial Group Inc shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in MainSource Financial Group Inc in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's MainSource Financial Group Inc position peaked at $0 in Q1 2014.
  • 98 funds tracked by Wall St. Rank held MainSource Financial Group Inc as of Q2 2014.

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