GGPS
ECT

Gary Goldberg Planning Services’s ECA Marcellus Trust 1 Interest ECT Stock Holding History

Gary Goldberg Planning Services’s Portfolio ECT Stock Details ECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-500
Closed -$5K – 360
2013
Q3 		$5K Hold
500
– – ﹤0.01% 328
2013
Q2 		$5K Buy
+500
New +$5.81K ﹤0.01% 331

Other funds holding ECT

ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBWV
United Bank (West Virginia) Parkersburg, West Virginia $252M AUM 13.13% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $445M AUM 17.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of ECA Marcellus Trust 1 Interest (ECT) in Q4 2013, closing a stake of 500 shares — an estimated $5K sold.

Gary Goldberg Planning Services first reported a position in ECT in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 29 funds tracked by Wall St. Rank hold ECT as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining ECA Marcellus Trust 1 Interest position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 500 ECA Marcellus Trust 1 Interest shares in Q4 2013, an estimated $5K.
  • Gary Goldberg Planning Services first reported a position in ECA Marcellus Trust 1 Interest in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's ECA Marcellus Trust 1 Interest position peaked at $5K in Q3 2013.
  • 29 funds tracked by Wall St. Rank held ECA Marcellus Trust 1 Interest as of Q4 2013.

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