GGPS
SE

Gary Goldberg Planning Services’s Spectra Energy Corp Wi SE Stock Holding History

Gary Goldberg Planning Services’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$27K Hold
754
– – 0.01% 279
2014
Q3 		$30K Buy
754
+234
+45% +$9.64K 0.01% 285
2014
Q2 		$22K Hold
520
– – 0.01% 289
2014
Q1 		$19K Buy
+520
New +$18.9K 0.01% 285

Other funds holding SE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Spectra Energy Corp Wi (SE) position steady in Q4 2014 at 754 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #279.

Gary Goldberg Planning Services first reported a position in SE in Q1 2014 and has held it in 4 quarters since. The position peaked at $30K in Q3 2014. 779 funds tracked by Wall St. Rank hold SE as of Q4 2014.

  • Gary Goldberg Planning Services held 754 shares of Spectra Energy Corp Wi worth $27K as of Q4 2014.
  • Gary Goldberg Planning Services left its Spectra Energy Corp Wi share count unchanged in Q4 2014.
  • Spectra Energy Corp Wi made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #279 holding.
  • Gary Goldberg Planning Services first reported a position in Spectra Energy Corp Wi in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's Spectra Energy Corp Wi position peaked at $30K in Q3 2014.
  • 779 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q4 2014.

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