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Gary Goldberg Planning Services’s Greif GEF Stock Holding History

Gary Goldberg Planning Services’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$51K Sell
1,087
-197
-15% -$8.8K 0.02% 211
2014
Q3 		$56K Buy
1,284
+1,042
+431% +$52K 0.02% 208
2014
Q2 		$13K Buy
242
+2
+0.8% +$108 0.01% 329
2014
Q1 		$13K Buy
+240
New +$12.3K 0.01% 308

Other funds holding GEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Greif (GEF) stake by 15% in Q4 2014, selling an estimated $8.8K and leaving 1,087 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #211.

Gary Goldberg Planning Services first reported a position in GEF in Q1 2014 and has held it in 4 quarters since. The position peaked at $56K in Q3 2014. 177 funds tracked by Wall St. Rank hold GEF as of Q4 2014.

  • Gary Goldberg Planning Services held 1,087 shares of Greif worth $51K as of Q4 2014.
  • Gary Goldberg Planning Services sold 197 Greif shares in Q4 2014, an estimated $8.8K.
  • Greif made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #211 holding.
  • Gary Goldberg Planning Services first reported a position in Greif in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Greif position peaked at $56K in Q3 2014.
  • 177 funds tracked by Wall St. Rank held Greif as of Q4 2014.

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