GGPS
AWP

Gary Goldberg Planning Services’s abrdn Global Premier Properties Fund AWP Stock Holding History

Gary Goldberg Planning Services’s Portfolio AWP Stock Details AWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$11K Hold
500
– – ﹤0.01% 346
2014
Q3 		$10K Hold
500
– – ﹤0.01% 378
2014
Q2 		$11K Hold
500
– – ﹤0.01% 341
2014
Q1 		$11K Buy
+500
New +$10.6K 0.01% 325

Other funds holding AWP

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AWCI
Alpine Woods Capital Investors Purchase, New York $417M AUM 26.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Gary Goldberg Planning Services held its abrdn Global Premier Properties Fund (AWP) position steady in Q4 2014 at 500 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Gary Goldberg Planning Services first reported a position in AWP in Q1 2014 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold AWP as of Q4 2014.

  • Gary Goldberg Planning Services held 500 shares of abrdn Global Premier Properties Fund worth $11K as of Q4 2014.
  • Gary Goldberg Planning Services left its abrdn Global Premier Properties Fund share count unchanged in Q4 2014.
  • abrdn Global Premier Properties Fund made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #346 holding.
  • Gary Goldberg Planning Services first reported a position in abrdn Global Premier Properties Fund in Q1 2014 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held abrdn Global Premier Properties Fund as of Q4 2014.

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