Gary Goldberg Planning Services’s Astoria Financial Corporation AF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$7K	Hold	550	–	–	﹤0.01%	380
2014 Q3	$7K	Sell	550 -3,872	-88%	-$50.5K	﹤0.01%	400
2014 Q2	$59K	Buy	4,422 +8	+0.2%	+$106	0.03%	203
2014 Q1	$61K	Buy	4,414 +9	+0.2%	+$123	0.03%	201
2013 Q4	$61K	Buy	4,405 +123	+3%	+$1.65K	0.04%	189
2013 Q3	$53K	Buy	4,282 +2,937	+218%	+$36.3K	0.03%	194
2013 Q2	$14K	Buy	+1,345	New	+$13.3K	0.01%	276

Other funds holding AF

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Astoria Financial Corporation (AF) position steady in Q4 2014 at 550 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Gary Goldberg Planning Services first reported a position in AF in Q2 2013 and has held it in 7 quarters since. The position peaked at $61K in Q1 2014. 170 funds tracked by Wall St. Rank hold AF as of Q4 2014.

Gary Goldberg Planning Services held 550 shares of Astoria Financial Corporation worth $7K as of Q4 2014.
Gary Goldberg Planning Services left its Astoria Financial Corporation share count unchanged in Q4 2014.
Astoria Financial Corporation made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #380 holding.
Gary Goldberg Planning Services first reported a position in Astoria Financial Corporation in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Astoria Financial Corporation position peaked at $61K in Q1 2014.
170 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q4 2014.

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