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Gary Goldberg Planning Services’s Weis Markets WMK Stock Holding History

Gary Goldberg Planning Services’s Portfolio WMK Stock Details WMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$156K Sell
3,253
-1,343
-29% -$58.7K 0.07% 116
2014
Q3 		$179K Buy
4,596
+167
+4% +$7.18K 0.07% 119
2014
Q2 		$203K Sell
4,429
-166
-4% -$7.64K 0.09% 111
2014
Q1 		$226K Buy
4,595
+1,973
+75% +$98K 0.11% 98
2013
Q4 		$138K Buy
2,622
+253
+11% +$12.8K 0.08% 111
2013
Q3 		$116K Buy
2,369
+850
+56% +$41.5K 0.07% 120
2013
Q2 		$68K Buy
+1,519
New +$63.8K 0.04% 156

Other funds holding WMK

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Weis Markets (WMK) stake by 29% in Q4 2014, selling an estimated $58.7K and leaving 3,253 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #116.

Gary Goldberg Planning Services first reported a position in WMK in Q2 2013 and has held it in 7 quarters since. The position peaked at $226K in Q1 2014. 92 funds tracked by Wall St. Rank hold WMK as of Q4 2014.

  • Gary Goldberg Planning Services held 3,253 shares of Weis Markets worth $156K as of Q4 2014.
  • Gary Goldberg Planning Services sold 1,343 Weis Markets shares in Q4 2014, an estimated $58.7K.
  • Weis Markets made up 0.07% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #116 holding.
  • Gary Goldberg Planning Services first reported a position in Weis Markets in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Weis Markets position peaked at $226K in Q1 2014.
  • 92 funds tracked by Wall St. Rank held Weis Markets as of Q4 2014.

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