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Gary Goldberg Planning Services’s Texas Roadhouse TXRH Stock Holding History

Gary Goldberg Planning Services’s Portfolio TXRH Stock Details TXRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$95K Buy
2,820
+1,000
+55% +$30.7K 0.04% 155
2014
Q3 		$51K Sell
1,820
-55
-3% -$1.43K 0.02% 220
2014
Q2 		$49K Buy
+1,875
New +$47.5K 0.02% 226

Other funds holding TXRH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Texas Roadhouse (TXRH) stake by 55% in Q4 2014, buying an estimated $30.7K and bringing the position to 2,820 shares worth $95K. The position accounts for 0.04% of the portfolio, ranked #155.

Gary Goldberg Planning Services first reported a position in TXRH in Q2 2014 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold TXRH as of Q4 2014.

  • Gary Goldberg Planning Services held 2,820 shares of Texas Roadhouse worth $95K as of Q4 2014.
  • Gary Goldberg Planning Services bought 1,000 Texas Roadhouse shares in Q4 2014, an estimated $30.7K.
  • Texas Roadhouse made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #155 holding.
  • Gary Goldberg Planning Services first reported a position in Texas Roadhouse in Q2 2014 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Texas Roadhouse as of Q4 2014.

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