GGPS
UIL

Gary Goldberg Planning Services’s UIL HOLDINGS UIL Stock Holding History

Gary Goldberg Planning Services’s Portfolio UIL Stock Details UIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$83K Buy
1,914
+554
+41% +$22.5K 0.03% 167
2014
Q3 		$48K Buy
+1,360
New +$49.7K 0.02% 232

Other funds holding UIL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 UIL Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its UIL HOLDINGS (UIL) stake by 41% in Q4 2014, buying an estimated $22.5K and bringing the position to 1,914 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #167.

Gary Goldberg Planning Services first reported a position in UIL in Q3 2014 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold UIL as of Q4 2014.

  • Gary Goldberg Planning Services held 1,914 shares of UIL HOLDINGS worth $83K as of Q4 2014.
  • Gary Goldberg Planning Services bought 554 UIL HOLDINGS shares in Q4 2014, an estimated $22.5K.
  • UIL HOLDINGS made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #167 holding.
  • Gary Goldberg Planning Services first reported a position in UIL HOLDINGS in Q3 2014 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held UIL HOLDINGS as of Q4 2014.

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