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Gary Goldberg Planning Services’s BlackRock Debt Strategies Fund DSU Stock Holding History

Gary Goldberg Planning Services’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$11K Hold
991
– – ﹤0.01% 348
2014
Q3 		$11K Hold
991
– – ﹤0.01% 369
2014
Q2 		$12K Hold
991
– – 0.01% 336
2014
Q1 		$12K Buy
991
+926
+1,425% +$11.3K 0.01% 315
2013
Q4 		$1K Buy
+65
New +$783 ﹤0.01% 335

Other funds holding DSU

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
BI
BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

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

Gary Goldberg Planning Services held its BlackRock Debt Strategies Fund (DSU) position steady in Q4 2014 at 991 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Gary Goldberg Planning Services first reported a position in DSU in Q4 2013 and has held it in 5 quarters since. The position peaked at $12K in Q2 2014. 93 funds tracked by Wall St. Rank hold DSU as of Q4 2014.

  • Gary Goldberg Planning Services held 991 shares of BlackRock Debt Strategies Fund worth $11K as of Q4 2014.
  • Gary Goldberg Planning Services left its BlackRock Debt Strategies Fund share count unchanged in Q4 2014.
  • BlackRock Debt Strategies Fund made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #348 holding.
  • Gary Goldberg Planning Services first reported a position in BlackRock Debt Strategies Fund in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's BlackRock Debt Strategies Fund position peaked at $12K in Q2 2014.
  • 93 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q4 2014.

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