GGPS
ENH

Gary Goldberg Planning Services’s Endurance Specialty Holdings Ltd ENH Stock Holding History

Gary Goldberg Planning Services’s Portfolio ENH Stock Details ENH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$55K Buy
914
+3
+0.3% +$172 0.02% 202
2014
Q3 		$50K Buy
911
+3
+0.3% +$166 0.02% 223
2014
Q2 		$47K Buy
+908
New +$47.2K 0.02% 230

Other funds holding ENH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Endurance Specialty Holdings Ltd (ENH) stake by 0.33% in Q4 2014, buying an estimated $172 and bringing the position to 914 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #202.

Gary Goldberg Planning Services first reported a position in ENH in Q2 2014 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold ENH as of Q4 2014.

  • Gary Goldberg Planning Services held 914 shares of Endurance Specialty Holdings Ltd worth $55K as of Q4 2014.
  • Gary Goldberg Planning Services bought 3 Endurance Specialty Holdings Ltd shares in Q4 2014, an estimated $172.
  • Endurance Specialty Holdings Ltd made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #202 holding.
  • Gary Goldberg Planning Services first reported a position in Endurance Specialty Holdings Ltd in Q2 2014 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Endurance Specialty Holdings Ltd as of Q4 2014.

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