Gary Goldberg Planning Services’s Marine Petroleum Trust MARPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$7K	Hold	693	–	–	﹤0.01%	376
2014 Q3	$11K	Hold	693	–	–	﹤0.01%	371
2014 Q2	$11K	Hold	693	–	–	﹤0.01%	344
2014 Q1	$11K	Hold	693	–	–	0.01%	328
2013 Q4	$10K	Hold	693	–	–	0.01%	288
2013 Q3	$12K	Hold	693	–	–	0.01%	278
2013 Q2	$12K	Buy	+693	New	+$10.7K	0.01%	290

Other funds holding MARPS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

FNBT

FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Marine Petroleum Trust (MARPS) position steady in Q4 2014 at 693 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Gary Goldberg Planning Services first reported a position in MARPS in Q2 2013 and has held it in 7 quarters since. The position peaked at $12K in Q3 2013. 11 funds tracked by Wall St. Rank hold MARPS as of Q4 2014.

Gary Goldberg Planning Services held 693 shares of Marine Petroleum Trust worth $7K as of Q4 2014.
Gary Goldberg Planning Services left its Marine Petroleum Trust share count unchanged in Q4 2014.
Marine Petroleum Trust made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #376 holding.
Gary Goldberg Planning Services first reported a position in Marine Petroleum Trust in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Marine Petroleum Trust position peaked at $12K in Q3 2013.
11 funds tracked by Wall St. Rank held Marine Petroleum Trust as of Q4 2014.

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