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Gary Goldberg Planning Services’s Scholastic SCHL Stock Holding History

Gary Goldberg Planning Services’s Portfolio SCHL Stock Details SCHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,991
Closed -$69K – 458
2014
Q1 		$69K Buy
1,991
+4
+0.2% +$137 0.03% 185
2013
Q4 		$68K Buy
1,987
+5
+0.3% +$148 0.04% 173
2013
Q3 		$57K Buy
1,982
+4
+0.2% +$122 0.03% 183
2013
Q2 		$58K Buy
+1,978
New +$56K 0.04% 171

Other funds holding SCHL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of Scholastic (SCHL) in Q2 2014, closing a stake of 1,991 shares — an estimated $69K sold.

Gary Goldberg Planning Services first reported a position in SCHL in Q2 2013 and held it in 4 quarters. The position peaked at $69K in Q1 2014. 140 funds tracked by Wall St. Rank hold SCHL as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Scholastic position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,991 Scholastic shares in Q2 2014, an estimated $69K.
  • Gary Goldberg Planning Services first reported a position in Scholastic in Q2 2013 and held it in 4 quarters.
  • Gary Goldberg Planning Services's Scholastic position peaked at $69K in Q1 2014.
  • 140 funds tracked by Wall St. Rank held Scholastic as of Q2 2014.

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