GGPS
FDI

Gary Goldberg Planning Services’s FORT DEARBORN INCOME SECS FDI Stock Holding History

Gary Goldberg Planning Services’s Portfolio FDI Stock Details FDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$14K Hold
1,000
– – 0.01% 329
2014
Q3 		$14K Sell
1,000
-500
-33% -$7.29K 0.01% 347
2014
Q2 		$22K Hold
1,500
– – 0.01% 290
2014
Q1 		$22K Buy
+1,500
New +$21.4K 0.01% 272

Other funds holding FDI

Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Oxbow Advisors
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Redmond Asset Management
Redmond Asset Management Henrico, Virginia $338M AUM 10.86% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

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

Gary Goldberg Planning Services held its FORT DEARBORN INCOME SECS (FDI) position steady in Q4 2014 at 1,000 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #329.

Gary Goldberg Planning Services first reported a position in FDI in Q1 2014 and has held it in 4 quarters since. The position peaked at $22K in Q2 2014. 28 funds tracked by Wall St. Rank hold FDI as of Q4 2014.

  • Gary Goldberg Planning Services held 1,000 shares of FORT DEARBORN INCOME SECS worth $14K as of Q4 2014.
  • Gary Goldberg Planning Services left its FORT DEARBORN INCOME SECS share count unchanged in Q4 2014.
  • FORT DEARBORN INCOME SECS made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #329 holding.
  • Gary Goldberg Planning Services first reported a position in FORT DEARBORN INCOME SECS in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's FORT DEARBORN INCOME SECS position peaked at $22K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held FORT DEARBORN INCOME SECS as of Q4 2014.

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