Gary Goldberg Planning Services’s INTEGRYS ENERGY GROUP INC COM (USA) TEG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-57,754	Closed	-$3.44M	–	500
2014 Q1	$3.44M	Buy	57,754 +25,978	+82%	+$1.44M	1.68%	19
2013 Q4	$1.73M	Buy	31,776 +743	+2%	+$41.6K	1.01%	28
2013 Q3	$1.73M	Buy	31,033 +30,773	+11,836%	+$1.81M	1.05%	27
2013 Q2	$15K	Buy	+260	New	+$15.4K	0.01%	268

Other funds holding TEG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of INTEGRYS ENERGY GROUP INC COM (USA) (TEG) in Q2 2014, closing a stake of 57,754 shares — an estimated $3.44M sold.

Gary Goldberg Planning Services first reported a position in TEG in Q2 2013 and held it in 4 quarters. The position peaked at $3.44M in Q1 2014. 351 funds tracked by Wall St. Rank hold TEG as of Q2 2014.

Gary Goldberg Planning Services reported no remaining INTEGRYS ENERGY GROUP INC COM (USA) position as of Q2 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 57,754 INTEGRYS ENERGY GROUP INC COM (USA) shares in Q2 2014, an estimated $3.44M.
Gary Goldberg Planning Services first reported a position in INTEGRYS ENERGY GROUP INC COM (USA) in Q2 2013 and held it in 4 quarters.
Gary Goldberg Planning Services's INTEGRYS ENERGY GROUP INC COM (USA) position peaked at $3.44M in Q1 2014.
351 funds tracked by Wall St. Rank held INTEGRYS ENERGY GROUP INC COM (USA) as of Q2 2014.

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