GGPS
PVTB

Gary Goldberg Planning Services’s PrivateBancorp Inc PVTB Stock Holding History

Gary Goldberg Planning Services’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-19
Closed -$1K – 489
2014
Q1 		$1K Buy
+19
New +$551 ﹤0.01% 382

Other funds holding PVTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of PrivateBancorp Inc (PVTB) in Q2 2014, closing a stake of 19 shares — an estimated $1K sold.

Gary Goldberg Planning Services first reported a position in PVTB in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 201 funds tracked by Wall St. Rank hold PVTB as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining PrivateBancorp Inc position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 19 PrivateBancorp Inc shares in Q2 2014, an estimated $1K.
  • Gary Goldberg Planning Services first reported a position in PrivateBancorp Inc in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's PrivateBancorp Inc position peaked at $1K in Q1 2014.
  • 201 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2014.

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