Gary Goldberg Planning Services’s AllianceBernstein AB Stock Holding History

Gary Goldberg Planning Services’s Portfolio AB Stock Details AB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$31K	Hold	1,200	–	–	0.01%	264
2014 Q3	$31K	Hold	1,200	–	–	0.01%	280
2014 Q2	$31K	Hold	1,200	–	–	0.01%	265
2014 Q1	$30K	Hold	1,200	–	–	0.01%	253
2013 Q4	$26K	Sell	1,200 -300	-20%	-$6.44K	0.02%	240
2013 Q3	$30K	Hold	1,500	–	–	0.02%	229
2013 Q2	$31K	Buy	+1,500	New	+$35.6K	0.02%	219

Other funds holding AB

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Gary Goldberg Planning Services's AB Position: Q4 2014 in Review

Gary Goldberg Planning Services held its AllianceBernstein (AB) position steady in Q4 2014 at 1,200 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #264.

Gary Goldberg Planning Services first reported a position in AB in Q2 2013 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold AB as of Q4 2014.

Gary Goldberg Planning Services held 1,200 shares of AllianceBernstein worth $31K as of Q4 2014.
Gary Goldberg Planning Services left its AllianceBernstein share count unchanged in Q4 2014.
AllianceBernstein made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #264 holding.
Gary Goldberg Planning Services first reported a position in AllianceBernstein in Q2 2013 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held AllianceBernstein as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.