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Gary Goldberg Planning Services Inc Last Quarter Change: USA Everything Else, Unchanged

Gary Goldberg Planning Services Inc quarter change: USA Everything Else, Unchanged

In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2014-09-30 to 2014-12-31, Gary Goldberg Planning Services Inc opened 0 positions, added to 0, reduced 0, sold out of 1 and left 4 unchanged. The largest increase in value was CARNIVAL CORP (+$1,000); the largest decrease was KINDER MORGAN ENERGY PARTNER (-$110,000).

  • CARNIVAL CORP: Country of operation —; Class PAIRED CTF; Shares 2014-09-30 100; Shares 2014-12-31 100.
  • BARCLAYS BK PLC: Country of operation —; Class BARC ETN EUR50; Shares 2014-09-30 16; Shares 2014-12-31 16.
  • BARCLAYS BK PLC: Country of operation —; Class BARC YLD ETN LKD; Shares 2014-09-30 20; Shares 2014-12-31 20.
  • UBS AG LONDON BRH: Country of operation —; Class GROWTH RUSS LK22; Shares 2014-09-30 39; Shares 2014-12-31 39.

Two Form 13F-HR filings compared (SEC CIK 1569517): 2014-09-30 (filed 2014-11-10) and 2014-12-31 (filed 2015-02-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2014-09-30Shares 2014-12-31Share changeValue 2014-09-30Value 2014-12-31Value change
CARNIVAL CORP
CUSIP 143658300
PAIRED CTF1001000$4,000$5,000+$1,000
BARCLAYS BK PLC
CUSIP 06742C129
BARC ETN EUR5016160$2,000$2,000$0
BARCLAYS BK PLC
CUSIP 06742C152
BARC YLD ETN LKD20200$2,000$2,000$0
UBS AG LONDON BRH
CUSIP 90267L508
GROWTH RUSS LK2239390$2,000$2,000$0

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