GGPS
PRFT

Gary Goldberg Planning Services’s Perficient Inc PRFT Stock Holding History

Gary Goldberg Planning Services’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4
Closed – – 469
2014
Q1 		$0 Buy
+4
New +$82 ﹤0.01% 452

Other funds holding PRFT

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Gary Goldberg Planning Services sold out of Perficient Inc (PRFT) in Q2 2014, closing a stake of 4 shares.

Gary Goldberg Planning Services first reported a position in PRFT in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 153 funds tracked by Wall St. Rank hold PRFT as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Perficient Inc position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 4 Perficient Inc shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Perficient Inc in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Perficient Inc position peaked at $0 in Q1 2014.
  • 153 funds tracked by Wall St. Rank held Perficient Inc as of Q2 2014.

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