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Gary Goldberg Planning Services’s PhenixFIN PFX Stock Holding History

Gary Goldberg Planning Services’s Portfolio PFX Stock Details PFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$9K Hold
50
– – ﹤0.01% 364
2014
Q3 		$12K Hold
50
– – 0.01% 362
2014
Q2 		$13K Hold
50
– – 0.01% 331
2014
Q1 		$14K Buy
+50
New +$14K 0.01% 302

Other funds holding PFX

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

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

Gary Goldberg Planning Services held its PhenixFIN (PFX) position steady in Q4 2014 at 50 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Gary Goldberg Planning Services first reported a position in PFX in Q1 2014 and has held it in 4 quarters since. The position peaked at $14K in Q1 2014. 105 funds tracked by Wall St. Rank hold PFX as of Q4 2014.

  • Gary Goldberg Planning Services held 50 shares of PhenixFIN worth $9K as of Q4 2014.
  • Gary Goldberg Planning Services left its PhenixFIN share count unchanged in Q4 2014.
  • PhenixFIN made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #364 holding.
  • Gary Goldberg Planning Services first reported a position in PhenixFIN in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's PhenixFIN position peaked at $14K in Q1 2014.
  • 105 funds tracked by Wall St. Rank held PhenixFIN as of Q4 2014.

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