GGPS
RGP

Gary Goldberg Planning Services’s REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS RGP Stock Holding History

Gary Goldberg Planning Services’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$54K Hold
2,264
– – 0.02% 206
2014
Q3 		$74K Buy
2,264
+989
+78% +$31.4K 0.03% 180
2014
Q2 		$41K Hold
1,275
– – 0.02% 241
2014
Q1 		$35K Buy
+1,275
New +$34.1K 0.02% 240

Other funds holding RGP

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Gary Goldberg Planning Services held its REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS (RGP) position steady in Q4 2014 at 2,264 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #206.

Gary Goldberg Planning Services first reported a position in RGP in Q1 2014 and has held it in 4 quarters since. The position peaked at $74K in Q3 2014. 228 funds tracked by Wall St. Rank hold RGP as of Q4 2014.

  • Gary Goldberg Planning Services held 2,264 shares of REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS worth $54K as of Q4 2014.
  • Gary Goldberg Planning Services left its REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS share count unchanged in Q4 2014.
  • REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #206 holding.
  • Gary Goldberg Planning Services first reported a position in REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS position peaked at $74K in Q3 2014.
  • 228 funds tracked by Wall St. Rank held REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS as of Q4 2014.

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