GGPS
MGF

Gary Goldberg Planning Services’s Aberdeen Government Markets Income Fund MGF Stock Holding History

Gary Goldberg Planning Services’s Portfolio MGF Stock Details MGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$6K Hold
1,000
– – ﹤0.01% 385
2014
Q3 		$6K Hold
1,000
– – ﹤0.01% 403
2014
Q2 		$6K Hold
1,000
– – ﹤0.01% 370
2014
Q1 		$6K Buy
+1,000
New +$5.73K ﹤0.01% 352

Other funds holding MGF

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Aberdeen Government Markets Income Fund (MGF) position steady in Q4 2014 at 1,000 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Gary Goldberg Planning Services first reported a position in MGF in Q1 2014 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold MGF as of Q4 2014.

  • Gary Goldberg Planning Services held 1,000 shares of Aberdeen Government Markets Income Fund worth $6K as of Q4 2014.
  • Gary Goldberg Planning Services left its Aberdeen Government Markets Income Fund share count unchanged in Q4 2014.
  • Aberdeen Government Markets Income Fund made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #385 holding.
  • Gary Goldberg Planning Services first reported a position in Aberdeen Government Markets Income Fund in Q1 2014 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Aberdeen Government Markets Income Fund as of Q4 2014.

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