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Gary Goldberg Planning Services’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Gary Goldberg Planning Services’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-170
Closed -$5K – 453
2014
Q3 		$5K Buy
+170
New +$5.02K ﹤0.01% 408

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BTS
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HTC
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Gary Goldberg Planning Services's BAB Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q4 2014, closing a stake of 170 shares — an estimated $5K sold.

Gary Goldberg Planning Services first reported a position in BAB in Q3 2014 and held it in 1 quarter. The position peaked at $5K in Q3 2014. 91 funds tracked by Wall St. Rank hold BAB as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Invesco Taxable Municipal Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 170 Invesco Taxable Municipal Bond ETF shares in Q4 2014, an estimated $5K.
  • Gary Goldberg Planning Services first reported a position in Invesco Taxable Municipal Bond ETF in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Invesco Taxable Municipal Bond ETF position peaked at $5K in Q3 2014.
  • 91 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q4 2014.

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