Gary Goldberg Planning Services’s Urstadt Biddle Properties Inc. UBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$15K	Hold	800	–	–	0.01%	319
2014 Q3	$14K	Hold	800	–	–	0.01%	346
2014 Q2	$14K	Hold	800	–	–	0.01%	324
2014 Q1	$14K	Hold	800	–	–	0.01%	304
2013 Q4	$13K	Hold	800	–	–	0.01%	273
2013 Q3	$14K	Hold	800	–	–	0.01%	269
2013 Q2	$15K	Buy	+800	New	+$15.2K	0.01%	266

Other funds holding UBP

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

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $842M AUM 26.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPC

Loeb Partners Corp New York $4.86M AUM 7.22% 1-Year Est. Return

DWA

Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Gary Goldberg Planning Services held its Urstadt Biddle Properties Inc. (UBP) position steady in Q4 2014 at 800 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #319.

Gary Goldberg Planning Services first reported a position in UBP in Q2 2013 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold UBP as of Q4 2014.

Gary Goldberg Planning Services held 800 shares of Urstadt Biddle Properties Inc. worth $15K as of Q4 2014.
Gary Goldberg Planning Services left its Urstadt Biddle Properties Inc. share count unchanged in Q4 2014.
Urstadt Biddle Properties Inc. made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #319 holding.
Gary Goldberg Planning Services first reported a position in Urstadt Biddle Properties Inc. in Q2 2013 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Urstadt Biddle Properties Inc. as of Q4 2014.

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