Gary Goldberg Planning Services’s NEW SENIOR INVESTMENT GROUP INC. SNR Stock Holding History

Gary Goldberg Planning Services’s Portfolio SNR Stock Details SNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$2K	Buy	+145	New	+$2.51K	﹤0.01%	432

Other funds holding SNR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

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

Gary Goldberg Planning Services opened a new position in NEW SENIOR INVESTMENT GROUP INC. (SNR) in Q4 2014: 145 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings.

130 funds tracked by Wall St. Rank hold SNR as of Q4 2014.

Gary Goldberg Planning Services held 145 shares of NEW SENIOR INVESTMENT GROUP INC. worth $2K as of Q4 2014.
NEW SENIOR INVESTMENT GROUP INC. was a new Gary Goldberg Planning Services position in Q4 2014.
NEW SENIOR INVESTMENT GROUP INC. made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #432 holding.
130 funds tracked by Wall St. Rank held NEW SENIOR INVESTMENT GROUP INC. as of Q4 2014.

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