Gary Goldberg Planning Services’s Avalon Rare Metals, Inc. Ordinary Shares (Canada) AVL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$0	Hold	1,700	–	–	﹤0.01%	508
2014 Q3	$1K	Hold	1,700	–	–	﹤0.01%	475
2014 Q2	$1K	Hold	1,700	–	–	﹤0.01%	396
2014 Q1	$1K	Hold	1,700	–	–	﹤0.01%	383
2013 Q4	$1K	Hold	1,700	–	–	﹤0.01%	336
2013 Q3	$2K	Hold	1,700	–	–	﹤0.01%	350
2013 Q2	$1K	Buy	+1,700	New	+$1.54K	﹤0.01%	363

Other funds holding AVL

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Avalon Rare Metals, Inc. Ordinary Shares (Canada) (AVL) position steady in Q4 2014 at 1,700 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Gary Goldberg Planning Services first reported a position in AVL in Q2 2013 and has held it in 7 quarters since. The position peaked at $2K in Q3 2013. 32 funds tracked by Wall St. Rank hold AVL as of Q4 2014.

Gary Goldberg Planning Services held 1,700 shares of Avalon Rare Metals, Inc. Ordinary Shares (Canada) worth $0 as of Q4 2014.
Gary Goldberg Planning Services left its Avalon Rare Metals, Inc. Ordinary Shares (Canada) share count unchanged in Q4 2014.
Avalon Rare Metals, Inc. Ordinary Shares (Canada) made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #508 holding.
Gary Goldberg Planning Services first reported a position in Avalon Rare Metals, Inc. Ordinary Shares (Canada) in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Avalon Rare Metals, Inc. Ordinary Shares (Canada) position peaked at $2K in Q3 2013.
32 funds tracked by Wall St. Rank held Avalon Rare Metals, Inc. Ordinary Shares (Canada) as of Q4 2014.

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