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Gary Goldberg Planning Services’s NRG Energy NRG Stock Holding History

Gary Goldberg Planning Services’s Portfolio NRG Stock Details NRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1
Closed – – 444
2014
Q1 		$0 Buy
+1
New +$29 ﹤0.01% 428

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Hotchkis & Wiley Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gary Goldberg Planning Services's NRG Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of NRG Energy (NRG) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in NRG in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 414 funds tracked by Wall St. Rank hold NRG as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining NRG Energy position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 NRG Energy share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in NRG Energy in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's NRG Energy position peaked at $0 in Q1 2014.
  • 414 funds tracked by Wall St. Rank held NRG Energy as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.