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Gary Goldberg Planning Services’s Tennant Co TNC Stock Holding History

Gary Goldberg Planning Services’s Portfolio TNC Stock Details TNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$5K Sell
75
-777
-91% -$54.1K ﹤0.01% 398
2014
Q3 		$57K Sell
852
-8
-0.9% -$574 0.02% 204
2014
Q2 		$66K Sell
860
-14
-2% -$913 0.03% 188
2014
Q1 		$57K Buy
874
+769
+732% +$49.3K 0.03% 210
2013
Q4 		$7K Hold
105
– – ﹤0.01% 313
2013
Q3 		$7K Buy
+105
New +$5.68K ﹤0.01% 308

Other funds holding TNC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Tennant Co (TNC) stake by 91% in Q4 2014, selling an estimated $54.1K and leaving 75 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Gary Goldberg Planning Services first reported a position in TNC in Q3 2013 and has held it in 6 quarters since. The position peaked at $66K in Q2 2014. 144 funds tracked by Wall St. Rank hold TNC as of Q4 2014.

  • Gary Goldberg Planning Services held 75 shares of Tennant Co worth $5K as of Q4 2014.
  • Gary Goldberg Planning Services sold 777 Tennant Co shares in Q4 2014, an estimated $54.1K.
  • Tennant Co made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #398 holding.
  • Gary Goldberg Planning Services first reported a position in Tennant Co in Q3 2013 and has held it in 6 quarters since.
  • Gary Goldberg Planning Services's Tennant Co position peaked at $66K in Q2 2014.
  • 144 funds tracked by Wall St. Rank held Tennant Co as of Q4 2014.

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