Gary Goldberg Planning Services Inc Last Quarter Change: Foreign Stocks, Added

Gary Goldberg Planning Services Inc quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2014-09-30 to 2014-12-31, Gary Goldberg Planning Services Inc opened 1 positions, added to 2, reduced 5, sold out of 1 and left 8 unchanged. The largest increase in value was ULXXXX (+$3,006,000); the largest decrease was VOD (-$2,874,000).

ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 2014-09-30 11,049; Shares 2014-12-31 85,694.
NVO: Country of operation —; Class ADR; Shares 2014-09-30 22,133; Shares 2014-12-31 24,022.

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.

Stock	Country of operation	Class	Shares 2014-09-30	Shares 2014-12-31	Share change	Value 2014-09-30	Value 2014-12-31	Value change
ULXXXX UNILEVER PLC		SPON ADR NEW	11,049	85,694	+74,645	$463,000	$3,469,000	+$3,006,000
NVO NOVO-NORDISK A S		ADR	22,133	24,022	+1,889	$1,054,000	$1,017,000	-$37,000

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