Gary Goldberg Planning Services’s NewMarket NEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$26K	Hold	65	–	–	0.01%	282
2014 Q3	$25K	Hold	65	–	–	0.01%	298
2014 Q2	$25K	Hold	65	–	–	0.01%	282
2014 Q1	$25K	Sell	65 -35	-35%	-$12.4K	0.01%	267
2013 Q4	$33K	Hold	100	–	–	0.02%	224
2013 Q3	$29K	Hold	100	–	–	0.02%	232
2013 Q2	$26K	Buy	+100	New	+$27K	0.02%	228

Other funds holding NEU

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Gary Goldberg Planning Services held its NewMarket (NEU) position steady in Q4 2014 at 65 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #282.

Gary Goldberg Planning Services first reported a position in NEU in Q2 2013 and has held it in 7 quarters since. The position peaked at $33K in Q4 2013. 240 funds tracked by Wall St. Rank hold NEU as of Q4 2014.

Gary Goldberg Planning Services held 65 shares of NewMarket worth $26K as of Q4 2014.
Gary Goldberg Planning Services left its NewMarket share count unchanged in Q4 2014.
NewMarket made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #282 holding.
Gary Goldberg Planning Services first reported a position in NewMarket in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's NewMarket position peaked at $33K in Q4 2013.
240 funds tracked by Wall St. Rank held NewMarket as of Q4 2014.

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