Gary Goldberg Planning Services Inc Current Holdings: USA Funds

Gary Goldberg Planning Services Inc current holdings: USA Funds

Gary Goldberg Planning Services Inc reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 11 positions, in its Form 13F for the quarter ended 2014-12-31; the largest are NUVEEN QUALITY PFD INCOME FD, PIMCO DYNAMIC CR INCOME FD, PIMCO INCOME OPPORTUNITY FD.

• NUVEEN QUALITY PFD INCOME FD: Country of operation United States; Class COM; Shares 48,568; Value $432,000.
• PIMCO DYNAMIC CR INCOME FD: Country of operation —; Class COM SHS; Shares 17,741; Value $366,000.
• PIMCO INCOME OPPORTUNITY FD: Country of operation —; Class COM; Shares 10,535; Value $264,000.
• HOSPITALITY PPTYS TR: Country of operation —; Class COM SH BEN INT; Shares 3,500; Value $109,000.