Gary Goldberg Planning Services Inc current holdings: USA Other Stocks
Gary Goldberg Planning Services Inc reported $0.02 billion in shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), 103 positions, in its Form 13F for the quarter ended 2014-12-31; the largest are TECO ENERGY INC, LORILLARD INC, DU PONT E I DE NEMOURS & CO.
- TECO ENERGY INC: Country of operation —; Class COM; Shares 462,125; Value $9,469,000.
- LORILLARD INC: Country of operation —; Class COM; Shares 57,152; Value $3,597,000.
- DU PONT E I DE NEMOURS & CO: Country of operation —; Class COM; Shares 11,308; Value $836,000.
- GENERAL ELECTRIC CO: Country of operation United States; Class COM; Shares 17,456; Value $441,000.
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.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed |
|---|---|---|---|---|---|---|
| TECO ENERGY INC CUSIP 872375100 | COM | 462,125 | $9,469,000 | 2014-12-31 | 2015-02-09 | |
| LORILLARD INC CUSIP 544147101 | COM | 57,152 | $3,597,000 | 2014-12-31 | 2015-02-09 | |
| DU PONT E I DE NEMOURS & CO CUSIP 263534109 | COM | 11,308 | $836,000 | 2014-12-31 | 2015-02-09 | |
| GENERAL ELECTRIC CO CUSIP 369604103 | United States | COM | 17,456 | $441,000 | 2014-12-31 | 2015-02-09 |
| GOOGLE INC CUSIP 38259P508 | CL A | 756 | $401,000 | 2014-12-31 | 2015-02-09 | |
| RAYTHEON CO CUSIP 755111507 | COM NEW | 3,648 | $395,000 | 2014-12-31 | 2015-02-09 | |
| GOOGLE INC CUSIP 38259P706 | CL C | 659 | $347,000 | 2014-12-31 | 2015-02-09 | |
| WALGREENS BOOTS ALLIANCE INC CUSIP 931427108 | United States | COM | 4,159 | $317,000 | 2014-12-31 | 2015-02-09 |
| MONSANTO CO NEW CUSIP 61166W101 | COM | 2,062 | $246,000 | 2014-12-31 | 2015-02-09 | |
| AGL RES INC CUSIP 001204106 | COM | 3,865 | $211,000 | 2014-12-31 | 2015-02-09 | |
| UNITED TECHNOLOGIES CORP CUSIP 913017109 | United States | COM | 1,809 | $208,000 | 2014-12-31 | 2015-02-09 |
| KRAFT FOODS GROUP INC CUSIP 50076Q106 | COM | 2,775 | $174,000 | 2014-12-31 | 2015-02-09 | |
| DOW CHEM CO CUSIP 260543103 | United States | COM | 3,719 | $170,000 | 2014-12-31 | 2015-02-09 |
| ST JUDE MED INC CUSIP 790849103 | COM | 2,147 | $140,000 | 2014-12-31 | 2015-02-09 | |
| BARNES GROUP INC CUSIP 067806109 | United States | COM | 3,702 | $137,000 | 2014-12-31 | 2015-02-09 |
| PRAXAIR INC CUSIP 74005P104 | COM | 1,000 | $130,000 | 2014-12-31 | 2015-02-09 | |
| WGL HLDGS INC CUSIP 92924F106 | COM | 2,044 | $112,000 | 2014-12-31 | 2015-02-09 | |
| POTASH CORP SASK INC CUSIP 73755L107 | COM | 3,000 | $106,000 | 2014-12-31 | 2015-02-09 | |
| TECH DATA CORP CUSIP 878237106 | COM | 1,520 | $96,000 | 2014-12-31 | 2015-02-09 | |
| FRONTIER COMMUNICATIONS CORP CUSIP 35906A108 | COM | 13,834 | $92,000 | 2014-12-31 | 2015-02-09 | |
| GUGGENHEIM ENHANCED EQUITY S CUSIP 40167K100 | COM | 5,100 | $90,000 | 2014-12-31 | 2015-02-09 | |
| UIL HLDG CORP CUSIP 902748102 | COM | 1,914 | $83,000 | 2014-12-31 | 2015-02-09 | |
| GLATFELTER CUSIP 377316104 | COM | 3,160 | $81,000 | 2014-12-31 | 2015-02-09 | |
| HEALTH CARE REIT INC CUSIP 42217K106 | COM | 1,026 | $78,000 | 2014-12-31 | 2015-02-09 | |
| AARONS INC CUSIP 002535300 | COM PAR $0.50 | 2,525 | $77,000 | 2014-12-31 | 2015-02-09 | |
| CONVERGYS CORP CUSIP 212485106 | COM | 3,768 | $77,000 | 2014-12-31 | 2015-02-09 | |
| KAMAN CORP CUSIP 483548103 | United States | COM | 1,896 | $76,000 | 2014-12-31 | 2015-02-09 |
| NORTHWEST NAT GAS CO CUSIP 667655104 | COM | 1,366 | $68,000 | 2014-12-31 | 2015-02-09 | |
| BRISTOW GROUP INC CUSIP 110394103 | COM | 1,007 | $66,000 | 2014-12-31 | 2015-02-09 | |
| DSW INC CUSIP 23334L102 | CL A | 1,781 | $66,000 | 2014-12-31 | 2015-02-09 | |
| VECTREN CORP CUSIP 92240G101 | COM | 1,406 | $65,000 | 2014-12-31 | 2015-02-09 | |
| KNIGHT TRANSN INC CUSIP 499064103 | COM | 1,901 | $64,000 | 2014-12-31 | 2015-02-09 | |
| AETNA INC NEW CUSIP 00817Y108 | COM | 700 | $62,000 | 2014-12-31 | 2015-02-09 | |
| DIEBOLD INC CUSIP 253651103 | COM | 1,699 | $59,000 | 2014-12-31 | 2015-02-09 | |
| ENDURANCE SPECIALTY HLDGS LT CUSIP G30397106 | SHS | 914 | $55,000 | 2014-12-31 | 2015-02-09 | |
| HEWLETT PACKARD CO CUSIP 428236103 | COM | 1,278 | $51,000 | 2014-12-31 | 2015-02-09 | |
| JOHNSON CTLS INC CUSIP 478366107 | COM | 1,042 | $50,000 | 2014-12-31 | 2015-02-09 | |
| AVX CORP NEW CUSIP 002444107 | COM | 3,501 | $49,000 | 2014-12-31 | 2015-02-09 | |
| SOUTH JERSEY INDS INC CUSIP 838518108 | COM | 805 | $47,000 | 2014-12-31 | 2015-02-09 | |
| STERLING BANCORP DEL CUSIP 85917A100 | COM | 3,000 | $43,000 | 2014-12-31 | 2015-02-09 | |
| NORTHEAST UTILS CUSIP 664397106 | COM | 787 | $42,000 | 2014-12-31 | 2015-02-09 | |
| E M C CORP MASS CUSIP 268648102 | COM | 1,175 | $35,000 | 2014-12-31 | 2015-02-09 | |
| BLACKROCK INC CUSIP 09247X101 | United States | COM | 94 | $34,000 | 2014-12-31 | 2015-02-09 |
| APACHE CORP CUSIP 037411105 | COM | 500 | $31,000 | 2014-12-31 | 2015-02-09 | |
| CBS CORP NEW CUSIP 124857202 | CL B | 542 | $30,000 | 2014-12-31 | 2015-02-09 | |
| SPECTRA ENERGY CORP CUSIP 847560109 | COM | 754 | $27,000 | 2014-12-31 | 2015-02-09 | |
| ENSCO PLC CUSIP G3157S106 | SHS CLASS A | 785 | $24,000 | 2014-12-31 | 2015-02-09 | |
| REYNOLDS AMERICAN INC CUSIP 761713106 | COM | 363 | $23,000 | 2014-12-31 | 2015-02-09 | |
| HESS CORP CUSIP 42809H107 | United States | COM | 300 | $22,000 | 2014-12-31 | 2015-02-09 |
| MERIDIAN BIOSCIENCE INC CUSIP 589584101 | COM | 1,284 | $21,000 | 2014-12-31 | 2015-02-09 | |
| COVIDIEN PLC CUSIP G2554F113 | SHS | 156 | $16,000 | 2014-12-31 | 2015-02-09 | |
| ALLIANCEBERNSTEIN INCOME FUN CUSIP 01881E101 | COM | 2,000 | $15,000 | 2014-12-31 | 2015-02-09 | |
| URSTADT BIDDLE PPTYS INC CUSIP 917286106 | COM | 800 | $15,000 | 2014-12-31 | 2015-02-09 | |
| DONNELLEY R R & SONS CO CUSIP 257867101 | COM | 825 | $14,000 | 2014-12-31 | 2015-02-09 | |
| FORT DEARBORN INCOME SECS IN CUSIP 347200107 | COM | 1,000 | $14,000 | 2014-12-31 | 2015-02-09 | |
| MTS SYS CORP CUSIP 553777103 | COM | 180 | $14,000 | 2014-12-31 | 2015-02-09 | |
| CENTURYLINK INC CUSIP 156700106 | COM | 304 | $12,000 | 2014-12-31 | 2015-02-09 | |
| COMCAST CORP NEW CUSIP 20030N200 | CL A SPL | 206 | $12,000 | 2014-12-31 | 2015-02-09 | |
| FAMILY DLR STORES INC CUSIP 307000109 | COM | 155 | $12,000 | 2014-12-31 | 2015-02-09 | |
| ALPINE GLOBAL PREMIER PPTYS CUSIP 02083A103 | COM SBI | 1,500 | $11,000 | 2014-12-31 | 2015-02-09 | |
| HALYARD HEALTH INC CUSIP 40650V100 | COM | 238 | $11,000 | 2014-12-31 | 2015-02-09 | |
| UNILEVER N V CUSIP 904784709 | N Y SHS NEW | 270 | $11,000 | 2014-12-31 | 2015-02-09 | |
| FORWARD AIR CORP CUSIP 349853101 | United States | COM | 190 | $10,000 | 2014-12-31 | 2015-02-09 |
| HARSCO CORP CUSIP 415864107 | United States | COM | 534 | $10,000 | 2014-12-31 | 2015-02-09 |
| ITT CORP NEW CUSIP 450911201 | COM NEW | 250 | $10,000 | 2014-12-31 | 2015-02-09 | |
| DREW INDS INC CUSIP 26168L205 | COM NEW | 170 | $9,000 | 2014-12-31 | 2015-02-09 | |
| EXPRESS SCRIPTS HLDG CO CUSIP 30219G108 | COM | 103 | $9,000 | 2014-12-31 | 2015-02-09 | |
| MEDLEY CAP CORP CUSIP 58503F106 | COM | 1,000 | $9,000 | 2014-12-31 | 2015-02-09 | |
| PLANTRONICS INC NEW CUSIP 727493108 | COM | 145 | $8,000 | 2014-12-31 | 2015-02-09 | |
| TICC CAPITAL CORP CUSIP 87244T109 | COM | 1,000 | $8,000 | 2014-12-31 | 2015-02-09 | |
| VMWARE INC CUSIP 928563402 | United States | CL A COM | 100 | $8,000 | 2014-12-31 | 2015-02-09 |
| WARREN RES INC CUSIP 93564A100 | United States | COM | 5,000 | $8,000 | 2014-12-31 | 2015-02-09 |
| ABERDEEN ASIA PACIFIC INCOM CUSIP 003009107 | United States | COM | 1,233 | $7,000 | 2014-12-31 | 2015-02-09 |
| ASTORIA FINL CORP CUSIP 046265104 | COM | 550 | $7,000 | 2014-12-31 | 2015-02-09 | |
| SOLAR SR CAP LTD CUSIP 83416M105 | COM | 500 | $7,000 | 2014-12-31 | 2015-02-09 | |
| TIME WARNER CABLE INC CUSIP 88732J207 | COM | 43 | $7,000 | 2014-12-31 | 2015-02-09 | |
| UNITED STATIONERS INC CUSIP 913004107 | COM | 165 | $7,000 | 2014-12-31 | 2015-02-09 | |
| EMPIRE DIST ELEC CO CUSIP 291641108 | COM | 210 | $6,000 | 2014-12-31 | 2015-02-09 | |
| SCANA CORP NEW CUSIP 80589M102 | COM | 84 | $5,000 | 2014-12-31 | 2015-02-09 | |
| ENERPLUS CORP CUSIP 292766102 | COM | 500 | $5,000 | 2014-12-31 | 2015-02-09 | |
| SANDISK CORP CUSIP 80004C101 | COM | 40 | $4,000 | 2014-12-31 | 2015-02-09 | |
| TE CONNECTIVITY LTD CUSIP H84989104 | REG SHS | 58 | $4,000 | 2014-12-31 | 2015-02-09 | |
| HIBBETT SPORTS INC CUSIP 428567101 | United States | COM | 80 | $4,000 | 2014-12-31 | 2015-02-09 |
| CDK GLOBAL INC CUSIP 12508E101 | COM | 66 | $3,000 | 2014-12-31 | 2015-02-09 | |
| TIME WARNER INC CUSIP 887317303 | COM NEW | 39 | $3,000 | 2014-12-31 | 2015-02-09 | |
| TUPPERWARE BRANDS CORP CUSIP 899896104 | United States | COM | 41 | $3,000 | 2014-12-31 | 2015-02-09 |
| TYCO INTL PLC CUSIP G91442106 | SHS | 58 | $3,000 | 2014-12-31 | 2015-02-09 | |
| VERIFONE SYS INC CUSIP 92342Y109 | COM | 75 | $3,000 | 2014-12-31 | 2015-02-09 | |
| STAPLES INC CUSIP 855030102 | COM | 110 | $2,000 | 2014-12-31 | 2015-02-09 | |
| HCP INC CUSIP 40414L109 | COM | 43 | $2,000 | 2014-12-31 | 2015-02-09 | |
| WYNDHAM WORLDWIDE CORP CUSIP 98310W108 | COM | 22 | $2,000 | 2014-12-31 | 2015-02-09 | |
| BOULDER BRANDS INC CUSIP 101405108 | COM | 100 | $1,000 | 2014-12-31 | 2015-02-09 | |
| MALLINCKRODT PUB LTD CO CUSIP G5785G107 | SHS | 6 | $1,000 | 2014-12-31 | 2015-02-09 | |
| THE ADT CORPORATION CUSIP 00101J106 | COM | 28 | $1,000 | 2014-12-31 | 2015-02-09 | |
| UBS AG CUSIP H89231338 | SHS NEW | 48 | $1,000 | 2014-12-31 | 2015-02-09 | |
| YAHOO INC CUSIP 984332106 | COM | 29 | $1,000 | 2014-12-31 | 2015-02-09 | |
| AVALON RARE METALS INC CUSIP 053470100 | COM | 1,700 | $0 | 2014-12-31 | 2015-02-09 | |
| C&J ENERGY SVCS INC CUSIP 12467B304 | COM | 25 | $0 | 2014-12-31 | 2015-02-09 | |
| CALIFORNIA RES CORP CUSIP 13057Q107 | COM | 10 | $0 | 2014-12-31 | 2015-02-09 | |
| CELGENE CORP CUSIP 151020104 | COM | 2 | $0 | 2014-12-31 | 2015-02-09 |
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