Gary Goldberg Planning Services’s American States Water AWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$30K	Buy	+785	New	+$27K	0.01%	267

Other funds holding AWR

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

CRCP

Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Gary Goldberg Planning Services opened a new position in American States Water (AWR) in Q4 2014: 785 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

213 funds tracked by Wall St. Rank hold AWR as of Q4 2014.

Gary Goldberg Planning Services held 785 shares of American States Water worth $30K as of Q4 2014.
American States Water was a new Gary Goldberg Planning Services position in Q4 2014.
American States Water made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #267 holding.
213 funds tracked by Wall St. Rank held American States Water as of Q4 2014.

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