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Gary Goldberg Planning Services’s Hanover Insurance THG Stock Holding History

Gary Goldberg Planning Services’s Portfolio THG Stock Details THG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$54K Sell
764
-162
-17% -$11K 0.02% 205
2014
Q3 		$57K Sell
926
-11
-1% -$683 0.02% 203
2014
Q2 		$59K Sell
937
-1,129
-55% -$68.5K 0.03% 202
2014
Q1 		$127K Buy
2,066
+868
+72% +$50.8K 0.06% 132
2013
Q4 		$72K Buy
1,198
+308
+35% +$18.2K 0.04% 165
2013
Q3 		$49K Buy
890
+87
+11% +$4.63K 0.03% 199
2013
Q2 		$39K Buy
+803
New +$39.5K 0.02% 205

Other funds holding THG

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Hanover Insurance (THG) stake by 17% in Q4 2014, selling an estimated $11K and leaving 764 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #205.

Gary Goldberg Planning Services first reported a position in THG in Q2 2013 and has held it in 7 quarters since. The position peaked at $127K in Q1 2014. 261 funds tracked by Wall St. Rank hold THG as of Q4 2014.

  • Gary Goldberg Planning Services held 764 shares of Hanover Insurance worth $54K as of Q4 2014.
  • Gary Goldberg Planning Services sold 162 Hanover Insurance shares in Q4 2014, an estimated $11K.
  • Hanover Insurance made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #205 holding.
  • Gary Goldberg Planning Services first reported a position in Hanover Insurance in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Hanover Insurance position peaked at $127K in Q1 2014.
  • 261 funds tracked by Wall St. Rank held Hanover Insurance as of Q4 2014.

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