Gary Goldberg Planning Services’s CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF ULQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$50K	Hold	1,000	–	–	0.02%	217
2014 Q3	$50K	Hold	1,000	–	–	0.02%	224
2014 Q2	$50K	Hold	1,000	–	–	0.02%	223
2014 Q1	$50K	Hold	1,000	–	–	0.02%	220
2013 Q4	$50K	Hold	1,000	–	–	0.03%	202
2013 Q3	$50K	Hold	1,000	–	–	0.03%	198
2013 Q2	$50K	Buy	+1,000	New	+$50K	0.03%	189

Other funds holding ULQ

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

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

CFC

Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

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

Gary Goldberg Planning Services held its CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF (ULQ) position steady in Q4 2014 at 1,000 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #217.

Gary Goldberg Planning Services first reported a position in ULQ in Q2 2013 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold ULQ as of Q4 2014.

Gary Goldberg Planning Services held 1,000 shares of CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF worth $50K as of Q4 2014.
Gary Goldberg Planning Services left its CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF share count unchanged in Q4 2014.
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #217 holding.
Gary Goldberg Planning Services first reported a position in CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF in Q2 2013 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF as of Q4 2014.

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