GGPS
SUP

Gary Goldberg Planning Services’s Superior Industries International SUP Stock Holding History

Gary Goldberg Planning Services’s Portfolio SUP Stock Details SUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$30K Sell
1,508
-1,061
-41% -$19.7K 0.01% 270
2014
Q3 		$45K Sell
2,569
-136
-5% -$2.65K 0.02% 243
2014
Q2 		$56K Buy
2,705
+2,045
+310% +$41.6K 0.02% 208
2014
Q1 		$14K Buy
+660
New +$12.6K 0.01% 303

Other funds holding SUP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Superior Industries International (SUP) stake by 41% in Q4 2014, selling an estimated $19.7K and leaving 1,508 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #270.

Gary Goldberg Planning Services first reported a position in SUP in Q1 2014 and has held it in 4 quarters since. The position peaked at $56K in Q2 2014. 118 funds tracked by Wall St. Rank hold SUP as of Q4 2014.

  • Gary Goldberg Planning Services held 1,508 shares of Superior Industries International worth $30K as of Q4 2014.
  • Gary Goldberg Planning Services sold 1,061 Superior Industries International shares in Q4 2014, an estimated $19.7K.
  • Superior Industries International made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #270 holding.
  • Gary Goldberg Planning Services first reported a position in Superior Industries International in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Superior Industries International position peaked at $56K in Q2 2014.
  • 118 funds tracked by Wall St. Rank held Superior Industries International as of Q4 2014.

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