GGPS
MTX icon

Gary Goldberg Planning Services’s Minerals Technologies MTX Stock Holding History

Gary Goldberg Planning Services’s Portfolio MTX Stock Details MTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$76K Buy
1,101
+366
+50% +$25.5K 0.03% 180
2014
Q3 		$45K Sell
735
-25
-3% -$1.56K 0.02% 242
2014
Q2 		$50K Buy
+760
New +$47.5K 0.02% 221

Other funds holding MTX

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Minerals Technologies (MTX) stake by 50% in Q4 2014, buying an estimated $25.5K and bringing the position to 1,101 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #180.

Gary Goldberg Planning Services first reported a position in MTX in Q2 2014 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold MTX as of Q4 2014.

  • Gary Goldberg Planning Services held 1,101 shares of Minerals Technologies worth $76K as of Q4 2014.
  • Gary Goldberg Planning Services bought 366 Minerals Technologies shares in Q4 2014, an estimated $25.5K.
  • Minerals Technologies made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #180 holding.
  • Gary Goldberg Planning Services first reported a position in Minerals Technologies in Q2 2014 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Minerals Technologies as of Q4 2014.

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