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Gary Goldberg Planning Services’s VanEck Energy Income ETF EINC Stock Holding History

Gary Goldberg Planning Services’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-387
Closed -$103K – 463
2014
Q3 		$103K Sell
387
-86
-18% -$23.8K 0.04% 149
2014
Q2 		$133K Hold
473
– – 0.06% 133
2014
Q1 		$127K Hold
473
– – 0.06% 131
2013
Q4 		$131K Sell
473
-140
-23% -$38.3K 0.08% 116
2013
Q3 		$168K Buy
613
+193
+46% +$53.3K 0.1% 102
2013
Q2 		$117K Buy
+420
New +$118K 0.07% 104

Other funds holding EINC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of VanEck Energy Income ETF (EINC) in Q4 2014, closing a stake of 387 shares — an estimated $103K sold.

Gary Goldberg Planning Services first reported a position in EINC in Q2 2013 and held it in 6 quarters. The position peaked at $168K in Q3 2013. 44 funds tracked by Wall St. Rank hold EINC as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining VanEck Energy Income ETF position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 387 VanEck Energy Income ETF shares in Q4 2014, an estimated $103K.
  • Gary Goldberg Planning Services first reported a position in VanEck Energy Income ETF in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's VanEck Energy Income ETF position peaked at $168K in Q3 2013.
  • 44 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q4 2014.

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