GGPS
USA icon

Gary Goldberg Planning Services’s Liberty All-Star Equity Fund USA Stock Holding History

Gary Goldberg Planning Services’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,099
Closed -$6K – 355
2013
Q3 		$6K Sell
1,099
-5,516
-83% -$30.3K ﹤0.01% 321
2013
Q2 		$34K Buy
+6,615
New +$34.5K 0.02% 215

Other funds holding USA

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Gary Goldberg Planning Services's USA Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Liberty All-Star Equity Fund (USA) in Q4 2013, closing a stake of 1,099 shares — an estimated $6K sold.

Gary Goldberg Planning Services first reported a position in USA in Q2 2013 and held it in 2 quarters. The position peaked at $34K in Q2 2013. 79 funds tracked by Wall St. Rank hold USA as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Liberty All-Star Equity Fund position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,099 Liberty All-Star Equity Fund shares in Q4 2013, an estimated $6K.
  • Gary Goldberg Planning Services first reported a position in Liberty All-Star Equity Fund in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's Liberty All-Star Equity Fund position peaked at $34K in Q2 2013.
  • 79 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.