Gary Goldberg Planning Services’s Douglas Dynamics PLOW Stock Holding History

Gary Goldberg Planning Services’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$133K	Sell	6,183 -4,458	-42%	-$95.6K	0.06%	128
2014 Q3	$208K	Sell	10,641 -360	-3%	-$6.76K	0.09%	111
2014 Q2	$194K	Buy	11,001 +2,777	+34%	+$48.2K	0.09%	116
2014 Q1	$143K	Buy	8,224 +7,813	+1,901%	+$127K	0.07%	124
2013 Q4	$7K	Buy	411 +5	+1%	+$78	﹤0.01%	311
2013 Q3	$6K	Buy	+406	New	+$5.92K	﹤0.01%	318

Other funds holding PLOW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Douglas Dynamics (PLOW) stake by 42% in Q4 2014, selling an estimated $95.6K and leaving 6,183 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #128.

Gary Goldberg Planning Services first reported a position in PLOW in Q3 2013 and has held it in 6 quarters since. The position peaked at $208K in Q3 2014. 138 funds tracked by Wall St. Rank hold PLOW as of Q4 2014.

Gary Goldberg Planning Services held 6,183 shares of Douglas Dynamics worth $133K as of Q4 2014.
Gary Goldberg Planning Services sold 4,458 Douglas Dynamics shares in Q4 2014, an estimated $95.6K.
Douglas Dynamics made up 0.06% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #128 holding.
Gary Goldberg Planning Services first reported a position in Douglas Dynamics in Q3 2013 and has held it in 6 quarters since.
Gary Goldberg Planning Services's Douglas Dynamics position peaked at $208K in Q3 2014.
138 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2014.

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