GGPS
MTSC

Gary Goldberg Planning Services’s MTS Systems Corp MTSC Stock Holding History

Gary Goldberg Planning Services’s Portfolio MTSC Stock Details MTSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$14K Sell
180
-902
-83% -$61.7K 0.01% 330
2014
Q3 		$74K Sell
1,082
-752
-41% -$51.4K 0.03% 181
2014
Q2 		$124K Sell
1,834
-6
-0.3% -$400 0.05% 139
2014
Q1 		$126K Buy
1,840
+787
+75% +$55.9K 0.06% 134
2013
Q4 		$75K Buy
1,053
+28
+3% +$1.85K 0.04% 162
2013
Q3 		$66K Buy
1,025
+685
+201% +$42.2K 0.04% 166
2013
Q2 		$19K Buy
+340
New +$19.6K 0.01% 250

Other funds holding MTSC

MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its MTS Systems Corp (MTSC) stake by 83% in Q4 2014, selling an estimated $61.7K and leaving 180 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #330.

Gary Goldberg Planning Services first reported a position in MTSC in Q2 2013 and has held it in 7 quarters since. The position peaked at $126K in Q1 2014. 148 funds tracked by Wall St. Rank hold MTSC as of Q4 2014.

  • Gary Goldberg Planning Services held 180 shares of MTS Systems Corp worth $14K as of Q4 2014.
  • Gary Goldberg Planning Services sold 902 MTS Systems Corp shares in Q4 2014, an estimated $61.7K.
  • MTS Systems Corp made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #330 holding.
  • Gary Goldberg Planning Services first reported a position in MTS Systems Corp in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's MTS Systems Corp position peaked at $126K in Q1 2014.
  • 148 funds tracked by Wall St. Rank held MTS Systems Corp as of Q4 2014.

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