Gary Goldberg Planning Services’s AGL Resources Inc GAS Stock Holding History

Gary Goldberg Planning Services’s Portfolio GAS Stock Details GAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$211K	Sell	3,865 -6,038	-61%	-$319K	0.09%	104
2014 Q3	$508K	Sell	9,903 -25,508	-72%	-$1.35M	0.21%	66
2014 Q2	$1.95M	Sell	35,411 -19,273	-35%	-$1.01M	0.86%	30
2014 Q1	$2.68M	Sell	54,684 -15,883	-23%	-$749K	1.31%	21
2013 Q4	$3.33M	Sell	70,567 -23,994	-25%	-$1.12M	1.94%	17
2013 Q3	$4.35M	Sell	94,561 -33,853	-26%	-$1.52M	2.64%	11
2013 Q2	$5.5M	Buy	+128,414	New	+$5.51M	3.51%	8

Other funds holding GAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its AGL Resources Inc (GAS) stake by 61% in Q4 2014, selling an estimated $319K and leaving 3,865 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #104.

Gary Goldberg Planning Services first reported a position in GAS in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.5M in Q2 2013. 432 funds tracked by Wall St. Rank hold GAS as of Q4 2014.

Gary Goldberg Planning Services held 3,865 shares of AGL Resources Inc worth $211K as of Q4 2014.
Gary Goldberg Planning Services sold 6,038 AGL Resources Inc shares in Q4 2014, an estimated $319K.
AGL Resources Inc made up 0.09% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #104 holding.
Gary Goldberg Planning Services first reported a position in AGL Resources Inc in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's AGL Resources Inc position peaked at $5.5M in Q2 2013.
432 funds tracked by Wall St. Rank held AGL Resources Inc as of Q4 2014.

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