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Gary Goldberg Planning Services’s Tidewater TDW Stock Holding History

Gary Goldberg Planning Services’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-66
Closed -$83K – 487
2014
Q3 		$83K Buy
66
+31
+89% +$48.4K 0.03% 172
2014
Q2 		$64K Buy
35
+27
+338% +$44.8K 0.03% 192
2014
Q1 		$12K Buy
+8
New +$13.1K 0.01% 322

Other funds holding TDW

VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of Tidewater (TDW) in Q4 2014, closing a stake of 66 shares — an estimated $83K sold.

Gary Goldberg Planning Services first reported a position in TDW in Q1 2014 and held it in 3 quarters. The position peaked at $83K in Q3 2014. 234 funds tracked by Wall St. Rank hold TDW as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Tidewater position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 66 Tidewater shares in Q4 2014, an estimated $83K.
  • Gary Goldberg Planning Services first reported a position in Tidewater in Q1 2014 and held it in 3 quarters.
  • Gary Goldberg Planning Services's Tidewater position peaked at $83K in Q3 2014.
  • 234 funds tracked by Wall St. Rank held Tidewater as of Q4 2014.

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