GGPS
JGT

Gary Goldberg Planning Services’s NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) JGT Stock Holding History

Gary Goldberg Planning Services’s Portfolio JGT Stock Details JGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,555
Closed -$91K – 517
2014
Q3 		$91K Hold
8,555
– – 0.04% 165
2014
Q2 		$96K Hold
8,555
– – 0.04% 164
2014
Q1 		$90K Hold
8,555
– – 0.04% 164
2013
Q4 		$86K Sell
8,555
-1,600
-16% -$16.8K 0.05% 149
2013
Q3 		$106K Buy
10,155
+4,655
+85% +$50.4K 0.06% 125
2013
Q2 		$62K Buy
+5,500
New +$68.5K 0.04% 168

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

Gary Goldberg Planning Services sold out of NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) (JGT) in Q4 2014, closing a stake of 8,555 shares — an estimated $91K sold.

Gary Goldberg Planning Services first reported a position in JGT in Q2 2013 and held it in 6 quarters. The position peaked at $106K in Q3 2013. 1 fund tracked by Wall St. Rank holds JGT as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 8,555 NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) shares in Q4 2014, an estimated $91K.
  • Gary Goldberg Planning Services first reported a position in NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) position peaked at $106K in Q3 2013.
  • 1 fund tracked by Wall St. Rank held NUVEEN DIVERSIFIED CURRENCY OPPORTUNIES FUND(USA) as of Q4 2014.

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