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Gary Goldberg Planning Services’s Resources Connection RGP Stock Holding History

Gary Goldberg Planning Services’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$14K Sell
860
-4,083
-83% -$61.7K 0.01% 327
2014
Q3 		$69K Sell
4,943
-3,687
-43% -$54.3K 0.03% 185
2014
Q2 		$113K Buy
8,630
+33
+0.4% +$428 0.05% 145
2014
Q1 		$121K Buy
8,597
+3,603
+72% +$50.8K 0.06% 138
2013
Q4 		$72K Buy
4,994
+706
+16% +$9.29K 0.04% 164
2013
Q3 		$58K Buy
4,288
+3,033
+242% +$39.7K 0.04% 179
2013
Q2 		$15K Buy
+1,255
New +$14.1K 0.01% 264

Other funds holding RGP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Resources Connection (RGP) stake by 83% in Q4 2014, selling an estimated $61.7K and leaving 860 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #327.

Gary Goldberg Planning Services first reported a position in RGP in Q2 2013 and has held it in 7 quarters since. The position peaked at $121K in Q1 2014. 127 funds tracked by Wall St. Rank hold RGP as of Q4 2014.

  • Gary Goldberg Planning Services held 860 shares of Resources Connection worth $14K as of Q4 2014.
  • Gary Goldberg Planning Services sold 4,083 Resources Connection shares in Q4 2014, an estimated $61.7K.
  • Resources Connection made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #327 holding.
  • Gary Goldberg Planning Services first reported a position in Resources Connection in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Resources Connection position peaked at $121K in Q1 2014.
  • 127 funds tracked by Wall St. Rank held Resources Connection as of Q4 2014.

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