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Gary Goldberg Planning Services’s iShares US Home Construction ETF ITB Stock Holding History

Gary Goldberg Planning Services’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$5K Buy
+181
New +$4.42K ﹤0.01% 395
2014
Q2 		– Sell
-144
Closed -$3K – 428
2014
Q1 		$3K Buy
+144
New +$3.56K ﹤0.01% 369

Other funds holding ITB

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG
Swarthmore Group Philadelphia, Pennsylvania $249M AUM 6.76% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Gary Goldberg Planning Services opened a new position in iShares US Home Construction ETF (ITB) in Q4 2014: 181 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Gary Goldberg Planning Services previously reported a position in ITB as recently as Q1 2014.

Gary Goldberg Planning Services first reported a position in ITB in Q1 2014 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold ITB as of Q4 2014.

  • Gary Goldberg Planning Services held 181 shares of iShares US Home Construction ETF worth $5K as of Q4 2014.
  • iShares US Home Construction ETF was a new Gary Goldberg Planning Services position in Q4 2014.
  • iShares US Home Construction ETF made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #395 holding.
  • Gary Goldberg Planning Services first reported a position in iShares US Home Construction ETF in Q1 2014 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2014.

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