Gary Goldberg Planning Services Inc current holdings: USA Preferred Shares
Gary Goldberg Planning Services Inc reported $0.00 billion in preferred shares (listed in the US), 4 positions, in its Form 13F for the quarter ended 2014-12-31; the largest are PFF, BARCLAYS BANK PLC, POWERSHARES ETF TRUST.
- PFF: Country of operation —; Class U.S. PFD STK ETF; Shares 1,249; Value $49,000.
- BARCLAYS BANK PLC: Country of operation —; Class ADS7.75%PFD S4; Shares 1,600; Value $41,000.
- POWERSHARES ETF TRUST: Country of operation —; Class FINL PFD PTFL; Shares 1,075; Value $20,000.
- WELLS FARGO & CO NEW: Country of operation United States; Class PERP PFD CNV A; Shares 10; Value $12,000.
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.
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