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

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 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.