GGPS
DS

Gary Goldberg Planning Services’s Drive Shack Inc. DS Stock Holding History

Gary Goldberg Planning Services’s Portfolio DS Stock Details DS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1K Buy
+145
New +$667 ﹤0.01% 442
2014
Q3 		– Sell
-1,626
Closed -$8K – 485
2014
Q2 		$8K Hold
1,626
– – ﹤0.01% 363
2014
Q1 		$8K Sell
1,626
-309
-16% -$1.58K ﹤0.01% 344
2013
Q4 		$10K Hold
1,935
– – 0.01% 291
2013
Q3 		$10K Hold
1,935
– – 0.01% 292
2013
Q2 		$9K Buy
+1,935
New +$9.26K 0.01% 309

Other funds holding DS

TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gary Goldberg Planning Services opened a new position in Drive Shack Inc. (DS) in Q4 2014: 145 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: Gary Goldberg Planning Services previously reported a position in DS as recently as Q2 2014.

Gary Goldberg Planning Services first reported a position in DS in Q2 2013 and has held it in 6 quarters since. The position peaked at $10K in Q4 2013. 121 funds tracked by Wall St. Rank hold DS as of Q4 2014.

  • Gary Goldberg Planning Services held 145 shares of Drive Shack Inc. worth $1K as of Q4 2014.
  • Drive Shack Inc. was a new Gary Goldberg Planning Services position in Q4 2014.
  • Drive Shack Inc. made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #442 holding.
  • Gary Goldberg Planning Services first reported a position in Drive Shack Inc. in Q2 2013 and has held it in 6 quarters since.
  • Gary Goldberg Planning Services's Drive Shack Inc. position peaked at $10K in Q4 2013.
  • 121 funds tracked by Wall St. Rank held Drive Shack Inc. as of Q4 2014.

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