GGPS
QQQ icon

Gary Goldberg Planning Services’s Invesco QQQ Trust QQQ Stock Holding History

Gary Goldberg Planning Services’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$14K Buy
+135
New +$13.7K 0.01% 326
2014
Q2 		– Sell
-100
Closed -$9K – 454
2014
Q1 		$9K Buy
+100
New +$8.84K ﹤0.01% 339

Other funds holding QQQ

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

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

Gary Goldberg Planning Services opened a new position in Invesco QQQ Trust (QQQ) in Q4 2014: 135 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Gary Goldberg Planning Services previously reported a position in QQQ as recently as Q1 2014.

Gary Goldberg Planning Services first reported a position in QQQ in Q1 2014 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold QQQ as of Q4 2014.

  • Gary Goldberg Planning Services held 135 shares of Invesco QQQ Trust worth $14K as of Q4 2014.
  • Invesco QQQ Trust was a new Gary Goldberg Planning Services position in Q4 2014.
  • Invesco QQQ Trust made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #326 holding.
  • Gary Goldberg Planning Services first reported a position in Invesco QQQ Trust in Q1 2014 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2014.

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