GGPS
VVC

Gary Goldberg Planning Services’s Vectren Corporation VVC Stock Holding History

Gary Goldberg Planning Services’s Portfolio VVC Stock Details VVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$65K Sell
1,406
-431
-23% -$18.9K 0.03% 190
2014
Q3 		$73K Sell
1,837
-1,198
-39% -$48K 0.03% 182
2014
Q2 		$129K Sell
3,035
-80
-3% -$3.2K 0.06% 137
2014
Q1 		$123K Buy
3,115
+2,885
+1,254% +$107K 0.06% 137
2013
Q4 		$8K Buy
+230
New +$7.94K ﹤0.01% 307

Other funds holding VVC

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gary Goldberg Planning Services reduced its Vectren Corporation (VVC) stake by 23% in Q4 2014, selling an estimated $18.9K and leaving 1,406 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #190.

Gary Goldberg Planning Services first reported a position in VVC in Q4 2013 and has held it in 5 quarters since. The position peaked at $129K in Q2 2014. 300 funds tracked by Wall St. Rank hold VVC as of Q4 2014.

  • Gary Goldberg Planning Services held 1,406 shares of Vectren Corporation worth $65K as of Q4 2014.
  • Gary Goldberg Planning Services sold 431 Vectren Corporation shares in Q4 2014, an estimated $18.9K.
  • Vectren Corporation made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #190 holding.
  • Gary Goldberg Planning Services first reported a position in Vectren Corporation in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's Vectren Corporation position peaked at $129K in Q2 2014.
  • 300 funds tracked by Wall St. Rank held Vectren Corporation as of Q4 2014.

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