GGPS
RBC icon

Gary Goldberg Planning Services’s RBC Bearings RBC Stock Holding History

Gary Goldberg Planning Services’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$46K Sell
717
-145
-17% -$8.8K 0.02% 229
2014
Q3 		$49K Sell
862
-55
-6% -$3.32K 0.02% 227
2014
Q2 		$59K Buy
917
+37
+4% +$2.29K 0.03% 201
2014
Q1 		$56K Buy
880
+760
+633% +$49.8K 0.03% 213
2013
Q4 		$8K Buy
+120
New +$8.07K ﹤0.01% 304

Other funds holding RBC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its RBC Bearings (RBC) stake by 17% in Q4 2014, selling an estimated $8.8K and leaving 717 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #229.

Gary Goldberg Planning Services first reported a position in RBC in Q4 2013 and has held it in 5 quarters since. The position peaked at $59K in Q2 2014. 143 funds tracked by Wall St. Rank hold RBC as of Q4 2014.

  • Gary Goldberg Planning Services held 717 shares of RBC Bearings worth $46K as of Q4 2014.
  • Gary Goldberg Planning Services sold 145 RBC Bearings shares in Q4 2014, an estimated $8.8K.
  • RBC Bearings made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #229 holding.
  • Gary Goldberg Planning Services first reported a position in RBC Bearings in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's RBC Bearings position peaked at $59K in Q2 2014.
  • 143 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2014.

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