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Gary Goldberg Planning Services’s Enviri NVRI Stock Holding History

Gary Goldberg Planning Services’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$10K Buy
534
+6
+1% +$117 ﹤0.01% 358
2014
Q3 		$11K Buy
528
+4
+0.8% +$99 ﹤0.01% 372
2014
Q2 		$14K Buy
524
+4
+0.8% +$102 0.01% 320
2014
Q1 		$12K Buy
+520
New +$12.8K 0.01% 318

Other funds holding NVRI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gary Goldberg Planning Services increased its Enviri (NVRI) stake by 1.1% in Q4 2014, buying an estimated $117 and bringing the position to 534 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Gary Goldberg Planning Services first reported a position in NVRI in Q1 2014 and has held it in 4 quarters since. The position peaked at $14K in Q2 2014. 203 funds tracked by Wall St. Rank hold NVRI as of Q4 2014.

  • Gary Goldberg Planning Services held 534 shares of Enviri worth $10K as of Q4 2014.
  • Gary Goldberg Planning Services bought 6 Enviri shares in Q4 2014, an estimated $117.
  • Enviri made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #358 holding.
  • Gary Goldberg Planning Services first reported a position in Enviri in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Enviri position peaked at $14K in Q2 2014.
  • 203 funds tracked by Wall St. Rank held Enviri as of Q4 2014.

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