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Gary Goldberg Planning Services’s W.R. Berkley WRB Stock Holding History

Gary Goldberg Planning Services’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$46K Hold
3,038
– – 0.02% 230
2014
Q3 		$43K Hold
3,038
– – 0.02% 250
2014
Q2 		$42K Hold
3,038
– – 0.02% 239
2014
Q1 		$37K Hold
3,038
– – 0.02% 236
2013
Q4 		$39K Hold
3,038
– – 0.02% 214
2013
Q3 		$39K Hold
3,038
– – 0.02% 214
2013
Q2 		$37K Buy
+3,038
New +$38.2K 0.02% 209

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Gary Goldberg Planning Services held its W.R. Berkley (WRB) position steady in Q4 2014 at 3,038 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #230.

Gary Goldberg Planning Services first reported a position in WRB in Q2 2013 and has held it in 7 quarters since. 355 funds tracked by Wall St. Rank hold WRB as of Q4 2014.

  • Gary Goldberg Planning Services held 3,038 shares of W.R. Berkley worth $46K as of Q4 2014.
  • Gary Goldberg Planning Services left its W.R. Berkley share count unchanged in Q4 2014.
  • W.R. Berkley made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #230 holding.
  • Gary Goldberg Planning Services first reported a position in W.R. Berkley in Q2 2013 and has held it in 7 quarters since.
  • 355 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2014.

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