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Gary Goldberg Planning Services Inc Current Holdings: USA SPAC Units

Gary Goldberg Planning Services Inc current holdings: USA SPAC Units

Gary Goldberg Planning Services Inc reported $0.00 billion in units (a share and a warrant or right, mostly SPACs) (listed in the US), 12 positions, in its Form 13F for the quarter ended 2014-12-31; the largest are BLACKSTONE GROUP L P, ENERGY TRANSFER PRTNRS L P, ENBRIDGE ENERGY MANAGEMENT L.

  • BLACKSTONE GROUP L P: Country of operation United States; Class COM UNIT LTD; Shares 8,615; Value $291,000.
  • ENERGY TRANSFER PRTNRS L P: Country of operation —; Class UNIT LTD PARTN; Shares 1,600; Value $104,000.
  • ENBRIDGE ENERGY MANAGEMENT L: Country of operation —; Class SHS UNITS LLI; Shares 2,130; Value $83,000.
  • REGENCY ENERGY PARTNERS L P: Country of operation —; Class COM UNITS L P; Shares 2,264; Value $54,000.

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.

StockCountry of operationClassSharesValueQuarter endFiled
BLACKSTONE GROUP L P
CUSIP 09253U108
United StatesCOM UNIT LTD8,615$291,0002014-12-312015-02-09
ENERGY TRANSFER PRTNRS L P
CUSIP 29273R109
UNIT LTD PARTN1,600$104,0002014-12-312015-02-09
ENBRIDGE ENERGY MANAGEMENT L
CUSIP 29250X103
SHS UNITS LLI2,130$83,0002014-12-312015-02-09
REGENCY ENERGY PARTNERS L P
CUSIP 75885Y107
COM UNITS L P2,264$54,0002014-12-312015-02-09
ONEOK PARTNERS LP
CUSIP 68268N103
UNIT LTD PARTN1,020$40,0002014-12-312015-02-09
CRESTWOOD MIDSTREAM PARTNERS
CUSIP 226378107
UNIT LTD PARTNER2,592$39,0002014-12-312015-02-09
AMERIGAS PARTNERS L P
CUSIP 030975106
UNIT L P INT800$38,0002014-12-312015-02-09
STONEMOR PARTNERS L P
CUSIP 86183Q100
COM UNITS800$21,0002014-12-312015-02-09
BUCKEYE PARTNERS L P
CUSIP 118230101
UNIT LTD PARTN200$15,0002014-12-312015-02-09
ENLINK MIDSTREAM PARTNERS LP
CUSIP 29336U107
COM UNIT REP LTD500$15,0002014-12-312015-02-09
POWERSHARES QQQ TRUST
CUSIP 73935A104
UNIT SER 1135$14,0002014-12-312015-02-09
MARKWEST ENERGY PARTNERS L P
CUSIP 570759100
UNIT LTD PARTN55$4,0002014-12-312015-02-09

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