GGPS
AEPI

Gary Goldberg Planning Services’s AEP Industries Inc AEPI Stock Holding History

Gary Goldberg Planning Services’s Portfolio AEPI Stock Details AEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$4K – 505
2014
Q3 		$4K Hold
100
– – ﹤0.01% 436
2014
Q2 		$3K Hold
100
– – ﹤0.01% 387
2014
Q1 		$4K Buy
+100
New +$4.45K ﹤0.01% 366

Other funds holding AEPI

KCM
KSA Capital Management Morristown, New Jersey $51.4M AUM 9.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of AEP Industries Inc (AEPI) in Q4 2014, closing a stake of 100 shares — an estimated $4K sold.

Gary Goldberg Planning Services first reported a position in AEPI in Q1 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2014. 61 funds tracked by Wall St. Rank hold AEPI as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining AEP Industries Inc position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 100 AEP Industries Inc shares in Q4 2014, an estimated $4K.
  • Gary Goldberg Planning Services first reported a position in AEP Industries Inc in Q1 2014 and held it in 3 quarters.
  • Gary Goldberg Planning Services's AEP Industries Inc position peaked at $4K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held AEP Industries Inc as of Q4 2014.

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