GGPS
FBG

Gary Goldberg Planning Services’s UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN FBG Stock Holding History

Gary Goldberg Planning Services’s Portfolio FBG Stock Details FBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$2K Hold
39
– – ﹤0.01% 436
2014
Q3 		$2K Hold
39
– – ﹤0.01% 464
2014
Q2 		$2K Buy
+39
New +$1.85K ﹤0.01% 390

Other funds holding FBG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Gary Goldberg Planning Services held its UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN (FBG) position steady in Q4 2014 at 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Gary Goldberg Planning Services first reported a position in FBG in Q2 2014 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold FBG as of Q4 2014.

  • Gary Goldberg Planning Services held 39 shares of UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN worth $2K as of Q4 2014.
  • Gary Goldberg Planning Services left its UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN share count unchanged in Q4 2014.
  • UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #436 holding.
  • Gary Goldberg Planning Services first reported a position in UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN in Q2 2014 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN as of Q4 2014.

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