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Gary Goldberg Planning Services’s The Marzetti Company MZTI Stock Holding History

Gary Goldberg Planning Services’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-656
Closed -$65K – 435
2014
Q1 		$65K Buy
656
+1
+0.2% +$90 0.03% 195
2013
Q4 		$58K Buy
655
+192
+41% +$16.2K 0.03% 193
2013
Q3 		$36K Buy
463
+1
+0.2% +$80 0.02% 216
2013
Q2 		$36K Buy
+462
New +$36.9K 0.02% 212

Other funds holding MZTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of The Marzetti Company (MZTI) in Q2 2014, closing a stake of 656 shares — an estimated $65K sold.

Gary Goldberg Planning Services first reported a position in MZTI in Q2 2013 and held it in 4 quarters. The position peaked at $65K in Q1 2014. 156 funds tracked by Wall St. Rank hold MZTI as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining The Marzetti Company position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 656 The Marzetti Company shares in Q2 2014, an estimated $65K.
  • Gary Goldberg Planning Services first reported a position in The Marzetti Company in Q2 2013 and held it in 4 quarters.
  • Gary Goldberg Planning Services's The Marzetti Company position peaked at $65K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2014.

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