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Gary Goldberg Planning Services’s Diana Shipping DSX Stock Holding History

Gary Goldberg Planning Services’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-107
Closed -$1K – 338
2013
Q3 		$1K Buy
+107
New +$820 ﹤0.01% 352

Other funds holding DSX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
TVM
Tiger Veda Management New York $4.32M AUM 45.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Gary Goldberg Planning Services's DSX Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Diana Shipping (DSX) in Q4 2013, closing a stake of 107 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in DSX in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 104 funds tracked by Wall St. Rank hold DSX as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Diana Shipping position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 107 Diana Shipping shares in Q4 2013, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in Diana Shipping in Q3 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Diana Shipping position peaked at $1K in Q3 2013.
  • 104 funds tracked by Wall St. Rank held Diana Shipping as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.