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Gary Goldberg Planning Services’s EastGroup Properties EGP Stock Holding History

Gary Goldberg Planning Services’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,008
Closed -$61K – 462
2014
Q3 		$61K Buy
+1,008
New +$64K 0.03% 195

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of EastGroup Properties (EGP) in Q4 2014, closing a stake of 1,008 shares — an estimated $61K sold.

Gary Goldberg Planning Services first reported a position in EGP in Q3 2014 and held it in 1 quarter. The position peaked at $61K in Q3 2014. 200 funds tracked by Wall St. Rank hold EGP as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining EastGroup Properties position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,008 EastGroup Properties shares in Q4 2014, an estimated $61K.
  • Gary Goldberg Planning Services first reported a position in EastGroup Properties in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's EastGroup Properties position peaked at $61K in Q3 2014.
  • 200 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2014.

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