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Gary Goldberg Planning Services’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Gary Goldberg Planning Services’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$3K – 342
2013
Q3 		$3K Hold
100
– – ﹤0.01% 338
2013
Q2 		$3K Buy
+100
New +$2.9K ﹤0.01% 341

Other funds holding IAI

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's IAI Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2013, closing a stake of 100 shares — an estimated $3K sold.

Gary Goldberg Planning Services first reported a position in IAI in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 35 funds tracked by Wall St. Rank hold IAI as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 100 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2013, an estimated $3K.
  • Gary Goldberg Planning Services first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3K in Q3 2013.
  • 35 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.