Gary Goldberg Planning Services Inc current holdings: USA Stocks
Gary Goldberg Planning Services Inc reported $0.17 billion in share positions in stocks (listed in the US), 234 positions, in its Form 13F for the quarter ended 2014-12-31; the largest are KMI, VZ, T.
- CACI: Country of operation United States; Class CL A; Shares 105; Value $9,000.
- FNB: Country of operation United States; Class COM; Shares 692; Value $9,000.
- CTSH: Country of operation United States; Class CL A; Shares 150; Value $8,000.
- WEN: Country of operation United States; Class COM; Shares 850; Value $8,000.
Form 13F-HR as filed (SEC CIK 1569517): quarter ended 2014-12-31, filed 2015-02-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2014-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
CACI
CACI INTL INC | United States | CL A | 105 | $9,000 | 0.00% | 2014-12-31 | 2015-02-09 | +605.66% |
|---|
FNB
FNB CORP PA | United States | COM | 692 | $9,000 | 0.00% | 2014-12-31 | 2015-02-09 | +30.03% |
|---|
CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 150 | $8,000 | 0.00% | 2014-12-31 | 2015-02-09 | +7.94% |
|---|
WEN
WENDYS CO | United States | COM | 850 | $8,000 | 0.00% | 2014-12-31 | 2015-02-09 | -27.57% |
|---|
ECL
ECOLAB INC | United States | COM | 65 | $7,000 | 0.00% | 2014-12-31 | 2015-02-09 | +165.85% |
|---|
MARPS
MARINE PETE TR | United States | UNIT BEN INT | 693 | $7,000 | 0.00% | 2014-12-31 | 2015-02-09 | |
|---|
HCA
HCA HOLDINGS INC | United States | COM | 79 | $6,000 | 0.00% | 2014-12-31 | 2015-02-09 | +488.13% |
|---|
M
MACYS INC | United States | COM | 84 | $6,000 | 0.00% | 2014-12-31 | 2015-02-09 | -64.61% |
|---|
MIDD
MIDDLEBY CORP | United States | COM | 60 | $6,000 | 0.00% | 2014-12-31 | 2015-02-09 | +32.40% |
|---|
WHR
WHIRLPOOL CORP | United States | COM | 33 | $6,000 | 0.00% | 2014-12-31 | 2015-02-09 | -84.17% |
|---|
TNC
TENNANT CO | United States | COM | 75 | $5,000 | 0.00% | 2014-12-31 | 2015-02-09 | -6.68% |
|---|
FIS
FIDELITY NATL INFORMATION SV | United States | COM | 84 | $5,000 | 0.00% | 2014-12-31 | 2015-02-09 | -46.38% |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 231 | $5,000 | 0.00% | 2014-12-31 | 2015-02-09 | +150.10% |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 91 | $5,000 | 0.00% | 2014-12-31 | 2015-02-09 | +197.73% |
|---|
PNNT
PENNANTPARK INVT CORP | United States | COM | 500 | $5,000 | 0.00% | 2014-12-31 | 2015-02-09 | -64.95% |
|---|
VLY
VALLEY NATL BANCORP | United States | COM | 500 | $5,000 | 0.00% | 2014-12-31 | 2015-02-09 | +31.00% |
|---|
PTC
PTC INC | United States | COM | 122 | $4,000 | 0.00% | 2014-12-31 | 2015-02-09 | +275.33% |
|---|
DGX
QUEST DIAGNOSTICS INC | United States | COM | 58 | $4,000 | 0.00% | 2014-12-31 | 2015-02-09 | +245.91% |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 32 | $4,000 | 0.00% | 2014-12-31 | 2015-02-09 | +314.88% |
|---|
MKC
MCCORMICK & CO INC | United States | COM NON VTG | 57 | $4,000 | 0.00% | 2014-12-31 | 2015-02-09 | +30.28% |
|---|
NFLX
NETFLIX INC | United States | COM | 11 | $4,000 | 0.00% | 2014-12-31 | 2015-02-09 | +1340.57% |
|---|
PBT
PERMIAN BASIN RTY TR | United States | UNIT BEN INT | 400 | $4,000 | 0.00% | 2014-12-31 | 2015-02-09 | +237.38% |
|---|
VOYA
VOYA FINL INC | United States | COM | 90 | $4,000 | 0.00% | 2014-12-31 | 2015-02-09 | +124.37% |
|---|
PLCE
CHILDRENS PL INC | United States | COM | 50 | $3,000 | 0.00% | 2014-12-31 | 2015-02-09 | — split 2024-02-15, ratio not on file |
|---|
GGN
GAMCO GLOBAL GOLD NAT RES & | United States | COM SH BEN INT | 371 | $3,000 | 0.00% | 2014-12-31 | 2015-02-09 | -24.43% |
|---|
DDD
3-D SYS CORP DEL | United States | COM NEW | 50 | $2,000 | 0.00% | 2014-12-31 | 2015-02-09 | — split 2021-01-07, ratio not on file |
|---|
RICK
RCI HOSPITALITY HLDGS INC | United States | COM | 200 | $2,000 | 0.00% | 2014-12-31 | 2015-02-09 | +174.25% |
|---|
OXY
OCCIDENTAL PETE CORP DEL | United States | COM | 26 | $2,000 | 0.00% | 2014-12-31 | 2015-02-09 | — split 2020-03-09, ratio not on file |
|---|
RIG
TRANSOCEAN LTD | | REG SHS | 135 | $2,000 | 0.00% | 2014-12-31 | 2015-02-09 | -71.58% |
|---|
AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 17 | $1,000 | 0.00% | 2014-12-31 | 2015-02-09 | +34.39% |
|---|
ON
ON SEMICONDUCTOR CORP | United States | COM | 100 | $1,000 | 0.00% | 2014-12-31 | 2015-02-09 | +649.75% |
|---|
PNR
PENTAIR PLC | | SHS | 13 | $1,000 | 0.00% | 2014-12-31 | 2015-02-09 | +19.86% |
|---|
VRTS
VIRTUS INVT PARTNERS INC | United States | COM | 5 | $1,000 | 0.00% | 2014-12-31 | 2015-02-09 | -23.01% |
|---|
FAF
FIRST AMERN FINL CORP | United States | COM | 1 | $0 | 0.00% | 2014-12-31 | 2015-02-09 | +88.88% |
|---|
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